iShares S&P 500 Growth Index shares owned by LPWM
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by LPWM
from 13F filings
Historical chart of LPWM investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by LPWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 21k | 120.72 |
| 2025-06-30 | $2.1M | 19k | 110.10 |
| 2025-03-31 | $1.8M | 20k | 92.83 |
| 2024-12-31 | $2.0M | 20k | 101.53 |
| 2024-09-30 | $1.9M | 20k | 94.64 |
| 2024-06-30 | $2.2M | 23k | 95.97 |
| 2024-03-31 | $1.9M | 23k | 83.69 |
| 2023-12-31 | $1.6M | 22k | 72.98 |
| 2023-09-30 | $1.4M | 21k | 68.73 |
| 2023-06-30 | $1.2M | 17k | 70.49 |
| 2023-03-31 | $847k | 13k | 63.89 |
| 2022-12-31 | $687k | 12k | 58.89 |
| 2022-09-30 | $622k | 11k | 57.82 |
| 2022-06-30 | $881k | 14k | 63.41 |
| 2022-03-31 | $1.1M | 14k | 75.22 |
| 2021-12-31 | $1.1M | 13k | 83.69 |
| 2021-09-30 | $932k | 13k | 74.72 |
| 2021-06-30 | $857k | 12k | 74.57 |
| 2021-03-31 | $682k | 10k | 66.03 |
| 2020-12-31 | $627k | 9.8k | 63.87 |
| 2020-09-30 | $441k | 1.9k | 233.33 |
| 2020-06-30 | $345k | 1.7k | 207.33 |