iShares S&P 500 Growth Index shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Icon Wealth Partners 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 Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.1M | 118k | 68.42 |
| 2023-06-30 | $2.6M | 37k | 70.48 |
| 2023-03-31 | $216k | 3.4k | 63.89 |
| 2022-03-31 | $497k | 6.5k | 76.37 |
| 2021-12-31 | $545k | 6.5k | 83.74 |
| 2021-09-30 | $481k | 6.5k | 73.91 |
| 2021-06-30 | $505k | 6.9k | 72.68 |
| 2021-03-31 | $208k | 3.2k | 65.16 |
| 2019-03-31 | $321k | 1.9k | 172.67 |
| 2018-12-31 | $2.1M | 14k | 150.70 |
| 2018-09-30 | $1.6M | 8.8k | 177.20 |
| 2018-06-30 | $1.3M | 8.0k | 162.67 |
| 2018-03-31 | $540k | 3.5k | 155.08 |
| 2017-12-31 | $471k | 3.1k | 152.77 |