iShares S&P 500 Growth Index shares owned by LJI Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI 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 LJI Wealth Management 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 LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $440k | 4.6k | 95.75 |
| 2024-06-30 | $425k | 4.6k | 92.54 |
| 2024-03-31 | $388k | 4.6k | 84.45 |
| 2023-09-30 | $313k | 4.6k | 68.43 |
| 2023-06-30 | $323k | 4.6k | 70.49 |
| 2023-03-31 | $292k | 4.6k | 63.89 |
| 2022-12-31 | $267k | 4.6k | 58.50 |