iShares S&P 500 Growth Index shares owned by MA Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by MA Private Wealth
from 13F filings
Historical chart of MA Private Wealth investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by MA Private Wealth 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 MA Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 318k | 95.75 |
| 2024-06-30 | $20M | 212k | 92.54 |
| 2024-03-31 | $15M | 181k | 84.44 |
| 2023-12-31 | $14M | 180k | 75.10 |
| 2023-09-30 | $8.4M | 122k | 68.42 |
| 2022-12-31 | $964k | 17k | 58.50 |
| 2022-09-30 | $997k | 17k | 60.53 |
| 2022-06-30 | $1.0M | 17k | 61.20 |
| 2022-03-31 | $2.3M | 30k | 76.39 |
| 2021-12-31 | $2.5M | 30k | 83.68 |
| 2021-09-30 | $2.2M | 30k | 73.90 |
| 2021-06-30 | $2.2M | 30k | 72.72 |
| 2021-03-31 | $1.9M | 30k | 65.12 |
| 2020-12-31 | $1.9M | 30k | 63.82 |
| 2020-09-30 | $1.7M | 7.4k | 231.11 |
| 2020-06-30 | $1.5M | 7.4k | 207.48 |
| 2020-03-31 | $1.3M | 8.2k | 165.01 |
| 2019-12-31 | $1.7M | 8.9k | 193.61 |
| 2019-09-30 | $1.7M | 9.4k | 179.99 |
| 2019-06-30 | $1.7M | 9.4k | 179.22 |
| 2019-03-31 | $1.7M | 10k | 172.40 |
| 2018-12-31 | $1.8M | 12k | 150.67 |