iShares S&P 500 Growth Index shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $10M | 149k | 68.42 |
| 2023-06-30 | $6.4M | 91k | 70.48 |
| 2023-03-31 | $4.2M | 66k | 63.89 |
| 2022-12-31 | $2.7M | 46k | 58.49 |
| 2022-09-30 | $3.9M | 68k | 57.85 |
| 2022-06-30 | $3.9M | 65k | 60.35 |
| 2022-03-31 | $4.5M | 59k | 76.38 |
| 2021-12-31 | $4.5M | 53k | 83.67 |
| 2021-09-30 | $4.3M | 58k | 73.91 |
| 2021-06-30 | $4.9M | 67k | 72.74 |
| 2021-03-31 | $4.6M | 70k | 65.12 |
| 2020-12-31 | $4.4M | 69k | 63.82 |
| 2020-09-30 | $2.2M | 9.4k | 231.10 |
| 2020-06-30 | $2.2M | 11k | 207.53 |
| 2020-03-31 | $2.9M | 18k | 165.05 |
| 2019-12-31 | $7.7M | 40k | 193.64 |
| 2019-09-30 | $947k | 5.3k | 179.97 |
| 2019-06-30 | $920k | 5.5k | 165.92 |
| 2019-03-31 | $1.1M | 6.5k | 172.36 |
| 2018-12-31 | $1.2M | 8.2k | 150.63 |
| 2018-09-30 | $1.1M | 6.0k | 177.74 |
| 2018-06-30 | $1.1M | 6.6k | 163.51 |
| 2018-03-31 | $941k | 6.2k | 151.26 |
| 2017-12-31 | $1.1M | 6.7k | 157.97 |
More positions owned by Integrated Wealth Concepts
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