iShares S&P 500 Growth Index shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello 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 Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $262k | 2.2k | 120.72 |
| 2025-06-30 | $275k | 2.5k | 110.10 |
| 2025-03-31 | $232k | 2.5k | 92.83 |
| 2024-12-31 | $309k | 3.0k | 101.53 |
| 2024-09-30 | $247k | 2.9k | 84.45 |
| 2024-06-30 | $268k | 2.9k | 92.54 |
| 2024-03-31 | $247k | 2.9k | 84.45 |
| 2023-12-31 | $228k | 3.0k | 75.09 |
| 2023-09-30 | $2.4M | 35k | 68.42 |
| 2023-06-30 | $3.4M | 48k | 70.48 |
| 2023-03-31 | $2.7M | 43k | 63.78 |
| 2022-12-31 | $1.7M | 29k | 58.50 |
| 2022-09-30 | $2.1M | 37k | 57.85 |
| 2022-06-30 | $1.8M | 31k | 60.36 |
| 2022-03-31 | $2.2M | 29k | 76.39 |
| 2021-12-31 | $1.1M | 13k | 83.63 |
| 2021-09-30 | $720k | 9.7k | 73.91 |
More positions owned by Monticello Wealth Management
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