iShares S&P 500 Growth Index shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy 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 Legacy Wealth Planning 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 Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $478k | 8.3k | 57.90 |
| 2022-06-30 | $529k | 8.8k | 60.32 |
| 2022-03-31 | $682k | 8.9k | 76.34 |
| 2021-12-31 | $716k | 8.6k | 83.66 |
| 2021-09-30 | $859k | 5.0k | 172.98 |
| 2021-06-30 | $1.5M | 20k | 72.74 |
| 2021-03-31 | $1.3M | 20k | 65.12 |
| 2020-12-31 | $2.5M | 40k | 63.83 |
| 2020-09-30 | $1.9M | 8.3k | 231.15 |
| 2020-06-30 | $1.7M | 8.1k | 207.55 |
| 2020-03-31 | $1.3M | 7.7k | 165.04 |
| 2019-12-31 | $851k | 4.4k | 193.63 |