iShares S&P 500 Growth Index shares owned by KWMG
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by KWMG
from 13F filings
Historical chart of KWMG 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 KWMG consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by KWMG
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25M | 260k | 95.75 |
| 2024-06-30 | $25M | 266k | 92.54 |
| 2024-03-31 | $23M | 275k | 84.44 |
| 2023-12-31 | $21M | 278k | 75.10 |
| 2023-09-30 | $19M | 283k | 68.42 |
| 2023-06-30 | $20M | 282k | 70.48 |
| 2023-03-31 | $17M | 269k | 63.89 |
| 2022-12-31 | $15M | 262k | 58.50 |
| 2022-09-30 | $15M | 260k | 57.85 |
| 2022-06-30 | $15M | 255k | 60.35 |
| 2022-03-31 | $19M | 245k | 76.38 |
| 2021-12-31 | $20M | 235k | 83.67 |
| 2021-09-30 | $18M | 244k | 73.91 |
| 2021-06-30 | $18M | 240k | 74.13 |
| 2021-03-31 | $15M | 235k | 65.11 |
| 2020-12-31 | $17M | 267k | 63.82 |
| 2020-09-30 | $17M | 75k | 231.08 |
| 2020-06-30 | $16M | 75k | 207.50 |
| 2020-03-31 | $17M | 105k | 165.05 |
| 2019-12-31 | $29M | 150k | 193.64 |
| 2019-09-30 | $28M | 155k | 180.03 |
| 2019-06-30 | $28M | 156k | 179.24 |
| 2019-03-31 | $26M | 152k | 172.36 |
| 2018-12-31 | $21M | 141k | 150.67 |
| 2018-09-30 | $25M | 139k | 177.17 |
| 2018-06-30 | $22M | 135k | 162.61 |
| 2018-03-31 | $20M | 130k | 155.07 |
| 2017-12-31 | $19M | 127k | 152.77 |
| 2017-09-30 | $17M | 118k | 143.42 |
| 2017-06-30 | $15M | 111k | 136.85 |
| 2017-03-31 | $13M | 102k | 131.52 |
| 2016-12-31 | $10M | 83k | 121.79 |
| 2016-09-30 | $7.9M | 65k | 121.66 |
| 2016-06-30 | $6.3M | 54k | 116.59 |
| 2016-03-31 | $5.0M | 43k | 115.89 |
| 2015-12-31 | $3.7M | 32k | 115.81 |
| 2015-09-30 | $2.3M | 21k | 107.82 |
| 2015-06-30 | $1.2M | 11k | 113.90 |
| 2015-03-31 | $613k | 5.3k | 116.41 |
| 2014-12-31 | $454k | 4.1k | 111.74 |