iShares S&P 500 Growth Index shares owned by Horizon Family Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Horizon Family Wealth
from 13F filings
Historical chart of Horizon Family 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 Horizon Family Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Horizon Family Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $11M | 130k | 84.44 |
2023-12-31 | $10M | 135k | 75.10 |
2023-09-30 | $9.0M | 132k | 68.42 |
2023-06-30 | $6.6M | 94k | 70.48 |
2023-03-31 | $6.5M | 102k | 63.89 |
2022-12-31 | $5.3M | 90k | 58.50 |
2022-09-30 | $3.5M | 60k | 57.84 |
2022-06-30 | $3.6M | 59k | 60.35 |
2022-03-31 | $4.2M | 55k | 76.39 |
2021-12-31 | $5.4M | 65k | 83.67 |