iShares S&P 500 Growth Index shares owned by Graves-Light Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Graves-Light Private Wealth Management
from 13F filings
Historical chart of Graves-Light Private Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Graves-Light Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.9M | 52k | 93.23 |
| 2024-03-31 | $4.5M | 53k | 84.44 |
| 2023-12-31 | $4.4M | 58k | 75.10 |
| 2023-09-30 | $4.1M | 59k | 69.29 |
| 2023-06-30 | $4.3M | 61k | 70.48 |
| 2023-03-31 | $3.9M | 62k | 63.89 |
| 2022-12-31 | $4.0M | 69k | 58.50 |
| 2022-09-30 | $4.0M | 69k | 57.84 |
| 2022-06-30 | $5.1M | 85k | 60.35 |
| 2022-03-31 | $6.5M | 85k | 76.38 |
| 2021-12-31 | $4.6M | 55k | 83.68 |
| 2021-09-30 | $3.8M | 52k | 73.90 |
| 2021-06-30 | $3.0M | 41k | 72.73 |
| 2021-03-31 | $2.7M | 41k | 65.11 |
| 2020-12-31 | $2.6M | 41k | 63.82 |
| 2020-09-30 | $2.0M | 8.8k | 231.12 |
| 2020-06-30 | $1.9M | 9.1k | 207.52 |
| 2020-03-31 | $1.4M | 8.3k | 165.03 |
| 2019-12-31 | $1.6M | 8.1k | 193.59 |
| 2019-09-30 | $1.5M | 8.1k | 183.11 |
| 2019-06-30 | $1.3M | 7.3k | 179.28 |
| 2019-03-31 | $1.2M | 6.9k | 172.33 |
| 2018-12-31 | $974k | 6.5k | 150.63 |
More positions owned by Graves-Light Private Wealth Management
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