iShares S&P 500 Growth Index shares owned by Foundation Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Foundation Wealth Management
from 13F filings
Historical chart of Foundation 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 Foundation Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in iShares S&P 500 Growth Index by Foundation Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $36M | 371k | 95.75 |
2024-06-30 | $35M | 380k | 92.54 |
2024-03-31 | $33M | 392k | 84.44 |
2023-12-31 | $29M | 380k | 75.10 |
2023-09-30 | $25M | 361k | 68.42 |
2023-06-30 | $25M | 356k | 70.48 |
2023-03-31 | $23M | 357k | 63.89 |
2022-12-31 | $21M | 358k | 58.50 |
More positions owned by Foundation Wealth Management
View all positions for Foundation Wealth Management