iShares S&P 500 Growth Index shares owned by Ratio Wealth Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Ratio Wealth Group
from 13F filings
Historical chart of Ratio Wealth Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Ratio Wealth Group 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 Ratio Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $293k | 4.3k | 68.42 |
| 2023-06-30 | $301k | 4.3k | 70.48 |
| 2022-12-31 | $250k | 4.3k | 58.50 |
| 2022-09-30 | $247k | 4.3k | 57.85 |
| 2022-06-30 | $258k | 4.3k | 60.35 |
| 2022-03-31 | $327k | 4.3k | 76.38 |
| 2021-12-31 | $358k | 4.3k | 83.67 |
| 2021-09-30 | $316k | 4.3k | 73.91 |
| 2020-12-31 | $358k | 4.3k | 83.67 |