iShares S&P 500 Growth Index shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Liberty Wealth Management 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 Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 258k | 120.72 |
| 2025-06-30 | $28M | 251k | 110.10 |
| 2025-03-31 | $23M | 244k | 92.80 |
| 2024-12-31 | $24M | 231k | 101.49 |
| 2024-09-30 | $23M | 238k | 95.75 |
| 2024-06-30 | $20M | 923k | 22.13 |
| 2024-03-31 | $5.5M | 66k | 84.16 |
| 2023-12-31 | $5.7M | 76k | 75.48 |
| 2023-09-30 | $4.1M | 60k | 68.39 |
| 2023-06-30 | $488k | 6.9k | 70.48 |
| 2022-09-30 | $249k | 4.3k | 57.80 |
| 2022-06-30 | $260k | 4.3k | 60.14 |
| 2022-03-31 | $327k | 4.3k | 76.24 |
| 2021-12-31 | $393k | 4.7k | 83.49 |
| 2021-09-30 | $438k | 5.9k | 73.96 |
| 2021-06-30 | $199k | 2.7k | 72.57 |
| 2021-03-31 | $177k | 2.7k | 64.69 |
| 2020-12-31 | $177k | 2.7k | 64.69 |
| 2020-09-30 | $204k | 883 | 231.03 |
| 2020-06-30 | $46k | 220 | 209.09 |
| 2020-03-31 | $21k | 250 | 84.00 |
| 2019-12-31 | $70k | 359 | 194.99 |
| 2019-09-30 | $66k | 366 | 180.33 |
| 2019-06-30 | $90k | 500 | 180.00 |
| 2019-03-31 | $93k | 540 | 172.22 |
| 2018-12-31 | $201k | 1.3k | 150.56 |