iShares S&P 500 Growth Index shares owned by PBWM Holdings
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by PBWM Holdings
from 13F filings
Historical chart of PBWM Holdings investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by PBWM Holdings 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 PBWM Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $2.2M | 34k | 63.89 |
| 2022-12-31 | $2.0M | 34k | 58.51 |
| 2022-09-30 | $1.4M | 25k | 57.84 |
| 2022-06-30 | $1.5M | 25k | 60.33 |
| 2022-03-31 | $1.9M | 25k | 76.36 |
| 2021-12-31 | $2.1M | 25k | 83.66 |
| 2021-09-30 | $1.8M | 25k | 73.91 |
| 2021-06-30 | $1.8M | 25k | 72.71 |
| 2021-03-31 | $1.7M | 26k | 65.10 |
| 2020-12-31 | $1.4M | 22k | 63.82 |
| 2020-09-30 | $1.2M | 5.1k | 231.04 |
| 2020-06-30 | $1.1M | 5.1k | 207.47 |
| 2020-03-31 | $1.4M | 8.7k | 165.09 |