iShares S&P 500 Growth Index shares owned by OptiFour Integrated Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by OptiFour Integrated Wealth Management
from 13F filings
Historical chart of OptiFour Integrated Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by OptiFour Integrated Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2019-12-31 | $525k | 2.7k | 193.66 |
2019-09-30 | $488k | 2.7k | 180.01 |
2019-06-30 | $486k | 2.7k | 179.27 |
2019-03-31 | $467k | 2.7k | 172.26 |
2018-12-31 | $408k | 2.7k | 150.50 |
2018-09-30 | $480k | 2.7k | 177.06 |
2018-06-30 | $441k | 2.7k | 162.67 |
2018-03-31 | $457k | 2.9k | 155.02 |
2017-12-31 | $450k | 2.9k | 152.65 |
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