iShares S&P 500 Growth Index shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Principle Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $449k | 5.3k | 84.44 |
| 2023-12-31 | $400k | 5.3k | 75.10 |
| 2023-09-30 | $364k | 5.3k | 68.42 |
| 2023-06-30 | $375k | 5.3k | 70.48 |
| 2023-03-31 | $340k | 5.3k | 63.89 |
| 2022-12-31 | $311k | 5.3k | 58.50 |
| 2022-09-30 | $321k | 5.5k | 57.90 |
| 2022-06-30 | $321k | 5.3k | 60.35 |
| 2022-03-31 | $406k | 5.3k | 76.33 |
| 2021-12-31 | $445k | 5.3k | 83.66 |
| 2021-09-30 | $393k | 5.3k | 73.89 |
| 2021-06-30 | $387k | 5.3k | 72.76 |
| 2021-03-31 | $346k | 5.3k | 65.05 |
| 2020-12-31 | $372k | 5.8k | 63.79 |
| 2020-09-30 | $337k | 1.5k | 231.14 |
| 2020-06-30 | $201k | 967 | 207.86 |