iShares S&P 500 Growth Index shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark 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 HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 423 | 120.74 |
| 2025-06-30 | $44k | 398 | 109.99 |
| 2025-03-31 | $33k | 356 | 92.87 |
| 2024-12-31 | $36k | 353 | 101.46 |
| 2024-09-30 | $32k | 337 | 95.83 |
| 2024-06-30 | $28k | 297 | 92.48 |
| 2024-03-31 | $25k | 297 | 84.32 |
| 2023-12-31 | $21k | 281 | 75.17 |
| 2023-09-30 | $11k | 170 | 64.39 |
| 2021-06-30 | $9.0k | 121 | 74.38 |
| 2021-03-31 | $8.0k | 121 | 66.12 |
| 2020-12-31 | $8.0k | 121 | 66.12 |
| 2020-09-30 | $7.0k | 30 | 233.33 |
| 2020-06-30 | $6.0k | 30 | 200.00 |
| 2020-03-31 | $5.0k | 30 | 165.37 |
| 2019-12-31 | $34k | 177 | 192.09 |
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