iShares S&P 500 Growth Index shares owned by Instrumental Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Instrumental Wealth
from 13F filings
Historical chart of Instrumental Wealth investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Instrumental Wealth 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 Instrumental Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 147k | 124.40 |
| 2025-06-30 | $16M | 147k | 111.21 |
| 2025-03-31 | $14M | 143k | 94.11 |
| 2024-12-31 | $14M | 139k | 103.43 |
| 2024-09-30 | $14M | 139k | 97.80 |
| 2024-06-30 | $12M | 136k | 89.08 |
| 2024-03-31 | $12M | 135k | 88.14 |
| 2023-12-31 | $12M | 154k | 78.41 |
| 2023-09-30 | $11M | 155k | 70.30 |
| 2023-06-30 | $12M | 165k | 70.36 |
| 2023-03-31 | $10M | 162k | 63.76 |