iShares S&P 500 Growth Index shares owned by Iams Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 22k | 95.75 |
| 2024-06-30 | $1.7M | 18k | 92.54 |
| 2024-03-31 | $2.0M | 24k | 82.18 |
| 2023-12-31 | $1.4M | 18k | 75.10 |
| 2023-09-30 | $1.1M | 16k | 68.42 |
| 2023-06-30 | $1.7M | 25k | 69.56 |
| 2023-03-31 | $607k | 9.6k | 62.97 |
| 2022-12-31 | $451k | 7.7k | 58.50 |