iShares S&P 500 Growth Index shares owned by Shelton Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Shelton Wealth Management
from 13F filings
Historical chart of Shelton Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Shelton Wealth Management 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 Shelton Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $287k | 3.0k | 95.76 |
| 2024-06-30 | $277k | 3.0k | 92.54 |
| 2024-03-31 | $264k | 3.1k | 84.45 |
| 2023-09-30 | $251k | 3.7k | 68.44 |
| 2023-06-30 | $280k | 4.0k | 70.48 |
| 2023-03-31 | $254k | 4.0k | 63.89 |
| 2022-12-31 | $224k | 3.8k | 58.51 |
| 2022-09-30 | $222k | 3.8k | 57.92 |
| 2022-06-30 | $231k | 3.8k | 60.30 |
| 2022-03-31 | $286k | 3.7k | 76.29 |
| 2021-12-31 | $308k | 3.7k | 83.74 |