iShares S&P 500 Growth Index shares owned by Mission Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission 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 Mission 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 Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 39k | 95.75 |
| 2024-06-30 | $3.6M | 39k | 92.54 |
| 2024-03-31 | $4.1M | 49k | 84.44 |
| 2023-12-31 | $2.9M | 39k | 75.10 |
| 2023-09-30 | $2.7M | 40k | 68.42 |
| 2023-06-30 | $2.7M | 38k | 70.48 |
| 2023-03-31 | $2.8M | 43k | 63.89 |
| 2022-12-31 | $3.0M | 51k | 58.50 |
| 2022-09-30 | $3.4M | 58k | 57.85 |
| 2022-06-30 | $3.3M | 55k | 60.36 |
| 2022-03-31 | $1.2M | 15k | 76.37 |
| 2021-12-31 | $1.1M | 14k | 83.70 |
| 2021-09-30 | $1000k | 14k | 73.91 |
| 2021-06-30 | $986k | 14k | 72.71 |
| 2021-03-31 | $893k | 14k | 65.08 |
| 2020-12-31 | $892k | 14k | 63.81 |
| 2020-09-30 | $849k | 3.7k | 231.08 |
| 2020-06-30 | $734k | 3.5k | 207.40 |
| 2020-03-31 | $623k | 3.8k | 165.16 |
| 2019-12-31 | $763k | 3.9k | 193.56 |
| 2019-09-30 | $712k | 4.0k | 179.93 |
| 2019-06-30 | $724k | 4.0k | 179.12 |
| 2019-03-31 | $680k | 3.9k | 172.46 |
| 2018-12-31 | $603k | 4.0k | 150.64 |
| 2018-09-30 | $725k | 4.1k | 177.13 |
| 2018-06-30 | $666k | 4.1k | 162.72 |
| 2018-03-31 | $757k | 4.9k | 155.03 |
| 2017-12-31 | $756k | 4.9k | 152.79 |
| 2017-09-30 | $677k | 4.7k | 143.37 |
| 2017-06-30 | $591k | 4.3k | 136.90 |
| 2017-03-31 | $563k | 4.3k | 131.45 |
| 2016-12-31 | $552k | 4.5k | 121.77 |
| 2016-09-30 | $503k | 4.1k | 121.70 |
| 2016-06-30 | $482k | 4.1k | 116.62 |