iShares S&P 500 Growth Index shares owned by KWB Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by KWB 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 KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $898k | 9.7k | 92.54 |
| 2024-06-30 | $820k | 9.7k | 84.44 |
| 2024-03-31 | $820k | 9.7k | 84.44 |
| 2023-12-31 | $744k | 9.9k | 75.10 |
| 2023-09-30 | $709k | 10k | 70.48 |
| 2023-06-30 | $709k | 10k | 70.48 |
| 2023-03-31 | $593k | 10k | 58.50 |
| 2022-12-31 | $593k | 10k | 58.50 |
| 2022-09-30 | $586k | 10k | 57.82 |
| 2022-06-30 | $614k | 10k | 60.37 |
| 2022-03-31 | $855k | 10k | 83.68 |
| 2021-12-31 | $855k | 10k | 83.68 |
| 2021-09-30 | $755k | 10k | 73.90 |
| 2021-06-30 | $686k | 11k | 65.13 |
| 2021-03-31 | $686k | 11k | 65.13 |
| 2020-12-31 | $679k | 11k | 63.82 |