iShares S&P 500 Growth Index shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 22k | 120.72 |
| 2025-06-30 | $2.7M | 24k | 110.10 |
| 2025-03-31 | $2.5M | 27k | 92.83 |
| 2024-12-31 | $2.7M | 27k | 101.53 |
| 2024-09-30 | $2.6M | 27k | 95.75 |
| 2024-06-30 | $2.4M | 26k | 92.54 |
| 2024-03-31 | $2.4M | 28k | 84.44 |
| 2023-12-31 | $2.2M | 30k | 75.10 |
| 2023-09-30 | $1.8M | 27k | 68.42 |
| 2023-06-30 | $1.7M | 24k | 70.48 |
| 2023-03-31 | $1.6M | 26k | 63.89 |
| 2022-12-31 | $1.6M | 27k | 58.50 |
| 2022-09-30 | $1.7M | 29k | 57.86 |
| 2022-06-30 | $1.8M | 29k | 60.35 |
| 2022-03-31 | $2.1M | 28k | 76.36 |
| 2021-12-31 | $2.4M | 29k | 83.66 |
| 2021-09-30 | $1.9M | 26k | 73.93 |
| 2021-06-30 | $2.1M | 29k | 72.72 |
| 2021-03-31 | $1.9M | 30k | 65.12 |
| 2020-12-31 | $1.9M | 29k | 63.81 |
| 2020-09-30 | $1.8M | 7.7k | 231.10 |
| 2020-06-30 | $1.6M | 7.6k | 207.47 |
| 2019-12-31 | $264k | 264 | 1000.00 |
| 2019-09-30 | $2.3M | 13k | 180.03 |
| 2018-06-30 | $2.5M | 15k | 162.73 |
| 2018-03-31 | $2.5M | 16k | 156.26 |
| 2017-12-31 | $1.3M | 8.5k | 154.05 |
| 2017-09-30 | $2.3M | 16k | 143.20 |
| 2017-06-30 | $1.5M | 11k | 136.92 |
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