iShares S&P 500 Growth Index shares owned by Keebeck Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Keebeck Wealth Management
from 13F filings
Historical chart of Keebeck 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 Keebeck Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $13M | 140k | 92.54 |
| 2024-03-31 | $8.5M | 101k | 84.44 |
| 2023-12-31 | $4.5M | 60k | 75.10 |
| 2023-09-30 | $3.0M | 44k | 68.64 |
| 2023-06-30 | $353k | 5.0k | 70.48 |
| 2022-09-30 | $508k | 8.8k | 57.84 |
| 2022-06-30 | $266k | 4.4k | 60.41 |
| 2021-06-30 | $245k | 3.4k | 72.81 |
| 2020-06-30 | $15k | 76 | 197.37 |
| 2019-12-31 | $14k | 76 | 184.21 |