iShares S&P 500 Growth Index shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 58k | 120.72 |
| 2025-06-30 | $6.4M | 58k | 110.10 |
| 2025-03-31 | $5.3M | 58k | 92.83 |
| 2024-12-31 | $5.8M | 58k | 101.52 |
| 2024-09-30 | $5.6M | 58k | 95.76 |
| 2024-06-30 | $5.5M | 59k | 92.54 |
| 2024-03-31 | $5.0M | 59k | 84.44 |
| 2023-12-31 | $4.5M | 60k | 75.10 |
| 2023-09-30 | $4.0M | 58k | 68.42 |
| 2023-06-30 | $4.1M | 59k | 70.48 |
| 2023-03-31 | $3.7M | 58k | 63.90 |
| 2022-12-31 | $3.8M | 66k | 58.50 |
| 2022-09-30 | $3.8M | 66k | 57.85 |
| 2022-06-30 | $4.0M | 67k | 60.35 |
| 2022-03-31 | $5.5M | 72k | 76.37 |
| 2021-12-31 | $5.9M | 70k | 83.66 |
| 2021-09-30 | $6.1M | 82k | 73.91 |
| 2021-06-30 | $6.0M | 83k | 72.73 |
| 2021-03-31 | $5.7M | 87k | 65.12 |
| 2020-12-31 | $5.3M | 83k | 63.82 |