iShares S&P 500 Growth Index shares owned by Market Street Wealth Management Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Market Street Wealth Management Advisors
from 13F filings
Historical chart of Market Street Wealth Management Advisors investment in iShares S&P 500 Growth Index
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Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Market Street Wealth Management Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $1.8M | 17k | 101.53 |
2024-09-30 | $1.7M | 17k | 95.75 |
2024-06-30 | $1.6M | 17k | 92.54 |
2024-03-31 | $1.5M | 17k | 84.44 |
2023-12-31 | $1.4M | 18k | 75.10 |
2023-09-30 | $1.4M | 21k | 68.42 |
2023-06-30 | $1.3M | 19k | 70.48 |
2023-03-31 | $1.2M | 19k | 63.89 |
2022-12-31 | $1.2M | 20k | 58.50 |
2022-09-30 | $1.2M | 21k | 57.86 |
2022-06-30 | $1.3M | 22k | 60.34 |
2022-03-31 | $1.7M | 22k | 76.36 |
2021-12-31 | $1.8M | 22k | 83.66 |
2021-09-30 | $1.6M | 22k | 73.89 |
2021-06-30 | $1.6M | 22k | 72.74 |
2021-03-31 | $1.5M | 22k | 65.09 |
2020-12-31 | $1.5M | 24k | 63.81 |
2020-09-30 | $1.4M | 5.9k | 231.00 |
2020-06-30 | $1.2M | 5.9k | 207.46 |
2020-03-31 | $1.2M | 7.1k | 165.10 |
2019-12-31 | $1.4M | 7.2k | 193.66 |
2019-09-30 | $1.3M | 7.4k | 180.06 |
2019-06-30 | $1.4M | 7.7k | 183.93 |
2019-03-31 | $1.4M | 8.0k | 172.34 |
2018-12-31 | $1.2M | 8.1k | 150.67 |
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