iShares S&P 500 Growth Index shares owned by Modern Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern 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 Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $104M | 859k | 120.72 |
| 2025-06-30 | $119M | 1.1M | 110.14 |
| 2025-03-31 | $103M | 1.1M | 92.83 |
| 2024-12-31 | $89M | 876k | 101.53 |
| 2024-09-30 | $77M | 809k | 95.75 |
| 2024-06-30 | $84M | 903k | 92.54 |
| 2024-03-31 | $71M | 841k | 84.44 |
| 2023-12-31 | $68M | 898k | 75.10 |