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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Laurel Wealth Planning 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 Laurel Wealth Planning

Quarter filed Position value Share count Share price at filing
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