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iShares S&P 500 Growth Index shares owned by Focused Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $879k 12k 75.10
2023-09-30 $801k 12k 68.42
2023-06-30 $822k 12k 70.48
2023-03-31 $745k 12k 63.89
2022-12-31 $682k 12k 58.50
2022-09-30 $674k 12k 57.83
2022-06-30 $703k 12k 60.32
2022-03-31 $890k 12k 76.38
2021-12-31 $975k 12k 83.67
2021-09-30 $861k 12k 73.89
2021-06-30 $847k 12k 72.69
2021-03-31 $759k 12k 65.14
2020-12-31 $744k 12k 63.85
2020-09-30 $687k 3.0k 230.92
2020-06-30 $617k 3.0k 207.40
2020-03-31 $491k 3.0k 165.04
2019-12-31 $601k 3.1k 193.75
2019-09-30 $558k 3.1k 179.94
2019-06-30 $566k 3.2k 179.23
2019-03-31 $544k 3.2k 172.32
2018-12-31 $590k 3.9k 150.59
2018-09-30 $722k 4.1k 177.26
2018-06-30 $636k 3.9k 162.70
2018-03-31 $642k 4.1k 155.07
2017-12-31 $720k 4.7k 152.70
2017-09-30 $759k 5.3k 143.40
2017-06-30 $664k 4.8k 136.96
2017-03-31 $660k 5.0k 131.58
2016-12-31 $766k 6.3k 121.78
2016-09-30 $780k 6.4k 121.61
2016-06-30 $754k 6.5k 116.54
2016-03-31 $847k 7.3k 115.93
2015-12-31 $3.6M 31k 115.81
2015-09-30 $3.4M 32k 107.81
2015-06-30 $3.6M 32k 113.87
2015-03-31 $3.6M 32k 113.95
2014-12-31 $3.3M 30k 111.61
2014-09-30 $3.1M 30k 106.82
2014-06-30 $3.1M 30k 105.20
2014-03-31 $3.1M 31k 99.83
2013-12-31 $3.2M 33k 98.75
2013-09-30 $3.0M 33k 89.37