iShares S&P 500 Growth Index shares owned by McNaughton Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by McNaughton Wealth Management
from 13F filings
Historical chart of McNaughton 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 McNaughton 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 McNaughton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 20k | 101.53 |
| 2024-09-30 | $1.8M | 19k | 95.75 |
| 2024-06-30 | $1.6M | 17k | 92.54 |
| 2024-03-31 | $1.5M | 17k | 84.44 |
| 2023-12-31 | $1.3M | 17k | 75.10 |
| 2023-09-30 | $1.2M | 18k | 68.42 |
| 2023-06-30 | $1.3M | 18k | 70.48 |
| 2023-03-31 | $1.2M | 19k | 63.89 |
| 2022-12-31 | $1.1M | 19k | 58.50 |
| 2022-09-30 | $889k | 15k | 57.88 |
| 2022-06-30 | $862k | 14k | 60.36 |
| 2022-03-31 | $1.1M | 14k | 76.38 |
| 2021-12-31 | $925k | 12k | 79.95 |
| 2021-09-30 | $848k | 12k | 73.89 |
| 2021-06-30 | $862k | 12k | 72.75 |
| 2021-03-31 | $725k | 11k | 65.10 |
| 2020-12-31 | $716k | 11k | 63.81 |
| 2020-09-30 | $657k | 2.8k | 231.18 |
| 2020-06-30 | $661k | 3.2k | 207.41 |
| 2020-03-31 | $530k | 3.2k | 165.16 |
| 2019-12-31 | $765k | 4.0k | 193.47 |
More positions owned by McNaughton Wealth Management
View all positions for McNaughton Wealth Management