iShares S&P 500 Growth Index shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management 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 IHT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 44k | 120.72 |
| 2025-06-30 | $4.9M | 45k | 110.10 |
| 2025-03-31 | $3.7M | 40k | 92.83 |
| 2024-12-31 | $4.1M | 41k | 101.53 |
| 2024-09-30 | $3.5M | 36k | 95.71 |
| 2024-06-30 | $3.8M | 41k | 92.54 |
| 2024-03-31 | $2.0M | 24k | 84.44 |
| 2023-12-31 | $1.8M | 24k | 75.10 |
| 2023-09-30 | $1.7M | 24k | 68.42 |
| 2023-06-30 | $2.0M | 28k | 70.48 |
| 2023-03-31 | $1.7M | 26k | 63.89 |
| 2022-12-31 | $1.6M | 27k | 58.50 |
| 2022-09-30 | $1.8M | 31k | 57.84 |
| 2022-06-30 | $1.8M | 30k | 60.36 |
| 2022-03-31 | $2.3M | 30k | 76.39 |
| 2021-12-31 | $2.4M | 29k | 83.66 |
| 2021-09-30 | $2.2M | 30k | 73.92 |
| 2021-06-30 | $1.7M | 24k | 72.75 |
| 2021-03-31 | $1.6M | 24k | 65.12 |
| 2020-12-31 | $2.0M | 31k | 63.83 |
| 2020-09-30 | $1.9M | 8.2k | 231.12 |
| 2020-06-30 | $1.8M | 8.7k | 207.51 |
| 2020-03-31 | $1.6M | 9.5k | 165.05 |
| 2019-12-31 | $2.2M | 12k | 193.66 |
| 2019-09-30 | $2.3M | 13k | 180.06 |
| 2019-06-30 | $2.6M | 15k | 179.25 |
| 2019-03-31 | $2.3M | 13k | 172.35 |
| 2018-12-31 | $2.0M | 13k | 150.68 |
| 2018-09-30 | $2.3M | 13k | 177.17 |
| 2018-06-30 | $2.7M | 17k | 162.61 |
| 2018-03-31 | $2.5M | 17k | 151.33 |
| 2017-12-31 | $3.1M | 20k | 157.87 |
| 2017-09-30 | $288k | 2.0k | 145.09 |
| 2017-06-30 | $1.1M | 1.3k | 820.01 |
| 2017-03-31 | $1.0k | 4 | 250.00 |
| 2016-12-31 | $56k | 460 | 121.74 |