iShares S&P 500 Growth Index shares owned by Global Wealth Management Investment Advisory
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Global Wealth Management Investment Advisory
from 13F filings
Historical chart of Global Wealth Management Investment Advisory investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Global Wealth Management Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $358k | 3.0k | 120.72 |
| 2025-06-30 | $289k | 2.6k | 110.10 |
| 2025-03-31 | $225k | 2.4k | 92.83 |
| 2020-06-30 | $23k | 109 | 211.01 |
| 2020-03-31 | $18k | 109 | 165.14 |
| 2019-12-31 | $26k | 137 | 189.78 |
| 2019-09-30 | $20k | 109 | 183.49 |
| 2019-06-30 | $19k | 109 | 174.31 |
| 2019-03-31 | $38k | 219 | 173.52 |
| 2018-12-31 | $16k | 109 | 146.79 |
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