iShares S&P 500 Growth Index shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $47M | 404k | 116.13 |
| 2024-03-31 | $36M | 429k | 84.44 |
| 2023-12-31 | $38M | 511k | 75.10 |
| 2023-09-30 | $5.8M | 84k | 68.63 |
| 2023-06-30 | $31M | 435k | 70.48 |
| 2023-03-31 | $26M | 406k | 63.89 |
| 2022-12-31 | $1.9M | 33k | 58.50 |
| 2022-09-30 | $23M | 388k | 57.85 |
| 2022-06-30 | $26M | 375k | 68.97 |
| 2022-03-31 | $3.3M | 43k | 76.38 |
| 2021-12-31 | $3.5M | 47k | 75.88 |
| 2021-09-30 | $26M | 348k | 73.91 |
| 2021-06-30 | $24M | 328k | 72.73 |
| 2021-03-31 | $33M | 495k | 66.66 |
| 2020-12-31 | $2.6M | 39k | 67.25 |
| 2020-09-30 | $21M | 92k | 231.07 |
| 2020-06-30 | $21M | 90k | 228.75 |
| 2020-03-31 | $14M | 84k | 165.05 |
| 2019-12-31 | $16M | 82k | 193.64 |
| 2019-09-30 | $307k | 1.7k | 180.06 |
| 2019-06-30 | $23M | 131k | 174.97 |
| 2019-03-31 | $21M | 121k | 172.36 |
| 2018-12-31 | $376k | 2.3k | 165.12 |
More positions owned by Pensionmark Financial Group
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