iShares S&P 500 Growth Index shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60k | 497 | 120.72 |
| 2025-06-30 | $55k | 497 | 110.10 |
| 2025-03-31 | $41k | 445 | 92.83 |
| 2024-12-31 | $45k | 445 | 101.53 |
| 2024-09-30 | $43k | 445 | 95.75 |
| 2024-06-30 | $41k | 445 | 92.54 |
| 2024-03-31 | $390k | 4.6k | 84.44 |
| 2023-12-31 | $441k | 5.9k | 75.10 |
| 2023-09-30 | $405k | 5.9k | 68.42 |
| 2023-06-30 | $629k | 8.9k | 70.48 |
| 2023-03-31 | $571k | 8.9k | 63.89 |
| 2022-12-31 | $523k | 8.9k | 58.50 |
| 2022-09-30 | $612k | 11k | 57.82 |
| 2022-06-30 | $616k | 10k | 60.31 |
| 2022-03-31 | $46k | 604 | 76.16 |
| 2021-12-31 | $51k | 604 | 84.44 |
More positions owned by Oak Harbor Wealth Partners
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