iShares S&P 500 Growth Index shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private 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 Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $633k | 5.2k | 120.72 |
| 2025-06-30 | $577k | 5.2k | 110.10 |
| 2025-03-31 | $486k | 5.2k | 92.83 |
| 2024-12-31 | $532k | 5.2k | 101.53 |
| 2024-09-30 | $502k | 5.2k | 95.75 |
| 2024-06-30 | $537k | 5.8k | 92.54 |
| 2024-03-31 | $482k | 5.7k | 84.44 |
| 2023-12-31 | $428k | 5.7k | 75.10 |
| 2023-09-30 | $390k | 5.7k | 68.42 |
| 2023-06-30 | $402k | 5.7k | 70.48 |
| 2023-03-31 | $364k | 5.7k | 63.89 |
| 2022-12-31 | $334k | 5.7k | 58.50 |
| 2022-09-30 | $330k | 5.7k | 57.85 |
| 2022-06-30 | $344k | 5.7k | 60.31 |
| 2022-03-31 | $436k | 5.7k | 76.44 |
| 2021-12-31 | $477k | 5.7k | 83.63 |
| 2021-09-30 | $422k | 5.7k | 73.98 |
| 2021-06-30 | $426k | 5.9k | 72.65 |
| 2021-03-31 | $345k | 5.3k | 65.09 |
| 2020-12-31 | $338k | 5.3k | 63.77 |
More positions owned by Oakwell Private Wealth Management
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