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iShares S&P 500 Growth Index shares owned by Morton Brown Family Wealth

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Morton Brown Family Wealth from 13F filings

Historical chart of Morton Brown Family Wealth 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 Morton Brown Family Wealth 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 Morton Brown Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.9k 82 120.72
2025-06-30 $9.0k 82 110.10
2025-03-31 $7.6k 82 92.83
2024-12-31 $8.3k 82 101.52
2024-09-30 $7.9k 82 95.76