iShares S&P 500 Growth Index shares owned by Prosperity Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning 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 Prosperity Planning 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 Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 26k | 95.75 |
| 2024-06-30 | $2.4M | 26k | 92.54 |
| 2024-03-31 | $2.1M | 25k | 84.44 |
| 2023-12-31 | $1.8M | 24k | 75.10 |
| 2023-09-30 | $1.6M | 24k | 68.42 |
| 2023-06-30 | $1.6M | 23k | 70.48 |
| 2023-03-31 | $1.5M | 24k | 63.89 |
| 2022-12-31 | $1.2M | 22k | 52.08 |
| 2022-09-30 | $1.3M | 22k | 57.87 |
| 2022-06-30 | $666k | 10k | 64.57 |
| 2022-03-31 | $819k | 10k | 79.41 |
| 2021-12-31 | $863k | 10k | 83.67 |
| 2021-09-30 | $780k | 11k | 73.86 |
| 2021-06-30 | $765k | 11k | 72.73 |
| 2021-03-31 | $685k | 11k | 65.07 |
| 2020-12-31 | $951k | 15k | 63.84 |