iShares S&P 500 Growth Index shares owned by Madison Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Madison Wealth Partners
from 13F filings
Historical chart of Madison Wealth Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Madison Wealth Partners 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 Madison Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $775k | 6.4k | 120.72 |
| 2025-06-30 | $855k | 7.8k | 110.10 |
| 2025-03-31 | $720k | 7.8k | 92.83 |
| 2024-12-31 | $741k | 7.3k | 101.53 |
| 2024-09-30 | $694k | 7.2k | 95.75 |
| 2024-06-30 | $670k | 7.2k | 92.54 |
| 2024-03-31 | $607k | 7.2k | 84.44 |
| 2023-12-31 | $540k | 7.2k | 75.10 |
| 2023-09-30 | $492k | 7.2k | 68.42 |
| 2023-06-30 | $506k | 7.2k | 70.48 |
| 2023-03-31 | $467k | 7.3k | 63.89 |
| 2022-12-31 | $414k | 7.1k | 58.50 |
| 2022-09-30 | $409k | 7.1k | 57.81 |
| 2022-06-30 | $421k | 7.0k | 60.33 |
| 2022-03-31 | $481k | 6.3k | 76.40 |
| 2021-12-31 | $517k | 6.2k | 83.71 |
| 2021-09-30 | $455k | 6.2k | 73.97 |
| 2021-06-30 | $425k | 5.8k | 72.80 |
| 2021-03-31 | $336k | 5.3k | 63.81 |
| 2020-12-31 | $336k | 5.3k | 63.81 |