iShares S&P 500 Growth Index shares owned by LBA Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LBA Wealth Management
from 13F filings
Historical chart of LBA Wealth Management 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 LBA Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by LBA Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2017-03-31 | $221k | 1.7k | 131.55 |
2016-12-31 | $205k | 1.7k | 122.02 |
2016-09-30 | $244k | 2.0k | 121.82 |
2016-06-30 | $139k | 1.2k | 116.42 |
2016-03-31 | $138k | 1.2k | 115.58 |
2015-12-31 | $149k | 1.3k | 115.59 |
2015-09-30 | $71k | 658 | 107.90 |
2015-06-30 | $53k | 468 | 113.25 |
2015-03-31 | $53k | 468 | 113.25 |
2014-12-31 | $52k | 468 | 111.11 |
2014-09-30 | $50k | 468 | 106.84 |