iShares S&P 500 Growth Index shares owned by JGP Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP 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 JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $586k | 4.8k | 121.39 |
| 2025-06-30 | $655k | 5.9k | 110.09 |
| 2025-03-31 | $555k | 6.0k | 92.83 |
| 2024-12-31 | $605k | 6.0k | 101.53 |
| 2024-09-30 | $565k | 5.9k | 95.75 |
| 2024-06-30 | $563k | 6.1k | 92.54 |
| 2024-03-31 | $392k | 4.6k | 84.44 |
| 2023-12-31 | $678k | 9.0k | 75.10 |
| 2023-09-30 | $2.1M | 31k | 68.42 |
| 2023-06-30 | $2.3M | 33k | 70.48 |
| 2023-03-31 | $2.0M | 31k | 63.89 |
| 2022-12-31 | $1.8M | 31k | 58.50 |
| 2022-09-30 | $1.7M | 29k | 58.36 |
| 2022-06-30 | $1.6M | 27k | 62.07 |
| 2022-03-31 | $1.9M | 25k | 74.49 |
| 2021-12-31 | $1.8M | 23k | 80.92 |
| 2021-09-30 | $1.7M | 22k | 73.92 |
| 2021-06-30 | $1.6M | 22k | 72.71 |
| 2021-03-31 | $1.5M | 23k | 65.13 |
| 2020-12-31 | $1.5M | 23k | 66.30 |
| 2020-09-30 | $1.3M | 5.7k | 234.17 |
| 2020-06-30 | $1.2M | 5.6k | 215.45 |
| 2020-03-31 | $909k | 5.2k | 175.18 |
| 2019-12-31 | $909k | 4.6k | 195.91 |
| 2019-09-30 | $785k | 4.5k | 174.87 |
| 2019-06-30 | $758k | 4.2k | 179.15 |
| 2019-03-31 | $691k | 4.0k | 172.41 |
| 2018-12-31 | $447k | 3.0k | 150.66 |
| 2018-09-30 | $392k | 2.2k | 177.94 |
| 2018-06-30 | $214k | 1.3k | 162.74 |