iShares S&P 500 Growth Index shares owned by Fullcircle Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Fullcircle Wealth
from 13F filings
Historical chart of Fullcircle Wealth 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 Fullcircle Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Fullcircle Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.9M | 31k | 123.17 |
| 2025-06-30 | $3.4M | 30k | 113.90 |
| 2025-03-31 | $3.0M | 32k | 94.04 |
| 2024-12-31 | $3.2M | 30k | 106.44 |
| 2024-09-30 | $2.7M | 28k | 97.66 |
| 2024-06-30 | $2.6M | 29k | 90.01 |