iShares S&P 500 Growth Index shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth 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 Intergy Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Intergy Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $596k | 7.1k | 84.44 |
2023-12-31 | $530k | 7.1k | 75.10 |
2023-09-30 | $483k | 7.1k | 68.42 |
2023-06-30 | $497k | 7.1k | 70.48 |
2023-03-31 | $355k | 5.6k | 63.89 |
2022-12-31 | $325k | 5.6k | 58.50 |