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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

Tip: Access up to 7 years of quarterly data

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
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