iShares S&P 500 Growth Index shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $536k | 5.6k | 95.74 |
| 2024-06-30 | $502k | 5.4k | 92.55 |
| 2024-03-31 | $452k | 5.3k | 84.44 |
| 2023-12-31 | $403k | 5.4k | 75.10 |
| 2023-09-30 | $365k | 5.3k | 68.42 |
| 2023-06-30 | $375k | 5.3k | 70.47 |
| 2023-03-31 | $394k | 6.2k | 63.89 |
| 2022-12-31 | $372k | 6.4k | 58.50 |
| 2022-09-30 | $436k | 7.2k | 60.40 |
| 2022-06-30 | $436k | 7.2k | 60.40 |
| 2022-03-31 | $571k | 7.5k | 76.33 |
| 2021-12-31 | $690k | 8.3k | 83.62 |
| 2021-09-30 | $880k | 12k | 73.93 |
| 2021-06-30 | $1.0M | 14k | 72.75 |
| 2021-03-31 | $1.3M | 21k | 65.10 |
| 2020-12-31 | $1.8M | 28k | 63.81 |
| 2020-09-30 | $1.6M | 7.1k | 231.06 |
| 2020-06-30 | $1.4M | 6.8k | 207.53 |
| 2020-03-31 | $1.4M | 8.4k | 165.05 |
| 2019-12-31 | $25M | 131k | 193.64 |
| 2019-09-30 | $23M | 128k | 180.03 |
| 2019-06-30 | $20M | 109k | 179.24 |
| 2019-03-31 | $16M | 91k | 172.36 |
| 2018-12-31 | $15M | 102k | 150.67 |