iShares S&P 500 Growth Index shares owned by Mattern Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Mattern Wealth Management
from 13F filings
Historical chart of Mattern Wealth Management 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 Mattern Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Mattern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 29k | 120.72 |
| 2025-06-30 | $3.1M | 29k | 110.10 |
| 2025-03-31 | $2.7M | 29k | 92.83 |
| 2024-12-31 | $2.9M | 28k | 101.53 |
| 2024-09-30 | $2.8M | 29k | 95.75 |
| 2024-06-30 | $2.8M | 30k | 92.54 |
| 2024-03-31 | $2.5M | 30k | 84.44 |
| 2023-12-31 | $2.3M | 31k | 75.10 |
| 2023-09-30 | $2.0M | 29k | 68.42 |
| 2023-06-30 | $2.1M | 30k | 70.48 |
| 2023-03-31 | $1.9M | 30k | 63.89 |
| 2022-12-31 | $1.9M | 32k | 58.50 |
| 2022-09-30 | $1.9M | 32k | 57.86 |
| 2022-06-30 | $1.9M | 32k | 60.34 |
| 2022-03-31 | $3.2M | 42k | 76.37 |
| 2021-12-31 | $17M | 203k | 83.67 |
| 2021-09-30 | $5.4M | 74k | 73.91 |
| 2021-06-30 | $5.3M | 72k | 74.12 |
| 2021-03-31 | $4.8M | 73k | 65.11 |
| 2020-12-31 | $9.5M | 149k | 63.82 |
| 2020-09-30 | $7.9M | 34k | 231.07 |
| 2020-06-30 | $5.4M | 26k | 207.47 |
| 2020-03-31 | $2.7M | 17k | 165.06 |
| 2019-12-31 | $3.5M | 18k | 193.62 |