iShares S&P 500 Growth Index shares owned by Peninsula Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Peninsula Wealth
from 13F filings
Historical chart of Peninsula Wealth investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Peninsula Wealth 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 Peninsula Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $57M | 594k | 95.76 |
| 2024-03-31 | $33M | 395k | 84.44 |
| 2023-12-31 | $18M | 233k | 75.10 |
| 2023-09-30 | $6.8M | 101k | 67.76 |
| 2023-06-30 | $5.7M | 80k | 70.48 |
| 2023-03-31 | $5.1M | 80k | 63.89 |
| 2022-12-31 | $4.7M | 80k | 58.50 |
| 2022-09-30 | $4.5M | 77k | 57.85 |
| 2022-06-30 | $4.8M | 79k | 60.35 |
| 2022-03-31 | $6.0M | 79k | 76.38 |
| 2021-12-31 | $6.6M | 79k | 83.67 |
| 2021-09-30 | $6.1M | 82k | 73.91 |
| 2021-06-30 | $6.0M | 83k | 72.73 |
| 2021-03-31 | $5.2M | 79k | 65.11 |
| 2020-12-31 | $5.1M | 79k | 63.81 |
| 2020-09-30 | $2.7M | 12k | 231.05 |
| 2020-06-30 | $2.5M | 12k | 207.48 |
| 2020-03-31 | $562k | 3.4k | 165.10 |