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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
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