iShares S&P 500 Growth Index shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $92k | 444 | 207.21 |
| 2020-03-31 | $73k | 444 | 164.41 |
| 2019-12-31 | $86k | 444 | 193.69 |
| 2019-09-30 | $79k | 444 | 177.93 |
| 2019-06-30 | $79k | 444 | 177.93 |
| 2019-03-31 | $403k | 2.3k | 172.30 |
| 2018-12-31 | $358k | 2.4k | 150.61 |
| 2018-09-30 | $416k | 2.3k | 177.85 |
| 2018-06-30 | $381k | 2.3k | 162.89 |
| 2018-03-31 | $362k | 2.3k | 154.77 |
| 2017-12-31 | $357k | 2.3k | 152.63 |
| 2017-09-30 | $335k | 2.3k | 143.22 |
| 2017-06-30 | $320k | 2.3k | 136.81 |
| 2017-03-31 | $308k | 2.3k | 131.68 |
| 2016-12-31 | $285k | 2.3k | 121.85 |
| 2016-09-30 | $430k | 3.7k | 116.53 |
| 2016-06-30 | $430k | 3.7k | 116.53 |
| 2016-03-31 | $428k | 3.7k | 115.99 |
| 2015-12-31 | $427k | 3.7k | 115.72 |