iShares S&P 500 Growth Index shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 21k | 120.72 |
| 2025-06-30 | $2.3M | 21k | 110.10 |
| 2025-03-31 | $1.9M | 21k | 92.83 |
| 2024-12-31 | $2.1M | 21k | 101.53 |
| 2024-09-30 | $2.0M | 21k | 95.75 |
| 2024-06-30 | $1.9M | 21k | 92.54 |
| 2024-03-31 | $1.7M | 20k | 84.44 |
| 2023-12-31 | $1.5M | 20k | 75.10 |
| 2023-09-30 | $1.4M | 20k | 68.42 |
| 2023-06-30 | $1.4M | 20k | 70.48 |
| 2023-03-31 | $1.3M | 20k | 63.89 |
| 2022-12-31 | $1.2M | 20k | 58.50 |
| 2022-09-30 | $937k | 16k | 57.87 |
| 2022-06-30 | $979k | 16k | 60.34 |
| 2022-03-31 | $1.2M | 16k | 76.40 |
| 2021-12-31 | $1.4M | 16k | 83.68 |
| 2021-09-30 | $1.2M | 16k | 73.86 |
| 2021-06-30 | $1.2M | 16k | 72.75 |
| 2021-03-31 | $1.1M | 16k | 65.09 |
| 2020-12-31 | $1.0M | 16k | 63.80 |
| 2020-09-30 | $935k | 4.0k | 230.98 |
| 2020-06-30 | $840k | 4.0k | 207.51 |
| 2020-03-31 | $668k | 4.0k | 165.02 |
| 2019-12-31 | $784k | 4.0k | 193.68 |
More positions owned by Marks Group Wealth Management
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