iShares S&P 500 Growth Index shares owned by SlateStone Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth 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 SlateStone Wealth 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 SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 16k | 120.74 |
| 2025-06-30 | $1.8M | 16k | 110.07 |
| 2025-03-31 | $1.5M | 16k | 92.84 |
| 2024-12-31 | $1.6M | 16k | 101.51 |
| 2024-09-30 | $1.6M | 16k | 95.73 |
| 2024-06-30 | $1.5M | 16k | 92.55 |
| 2024-03-31 | $1.0M | 12k | 84.45 |
| 2023-12-31 | $943k | 13k | 75.13 |
| 2023-09-30 | $279k | 4.1k | 68.32 |
| 2023-06-30 | $288k | 4.1k | 70.52 |