iShares S&P 500 Growth Index shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma 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 Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 2.6k | 120.72 |
| 2025-06-30 | $288k | 2.6k | 110.10 |
| 2025-03-31 | $243k | 2.6k | 92.83 |
| 2024-12-31 | $266k | 2.6k | 101.53 |
| 2024-09-30 | $286k | 3.0k | 95.75 |
| 2024-06-30 | $415k | 4.5k | 92.54 |
| 2024-03-31 | $463k | 5.5k | 84.44 |
| 2023-12-31 | $471k | 6.3k | 75.10 |
| 2023-09-30 | $479k | 7.0k | 68.42 |
| 2023-06-30 | $497k | 7.0k | 70.88 |
| 2023-03-31 | $454k | 7.0k | 64.84 |
| 2022-12-31 | $392k | 6.7k | 58.50 |
| 2022-09-30 | $291k | 5.0k | 57.82 |
| 2022-06-30 | $144k | 2.4k | 60.30 |
| 2022-03-31 | $110k | 1.4k | 76.55 |