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iShares S&P 500 Growth Index shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management 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 Steel Peak 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 Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 313k 95.75
2024-06-30 $30M 324k 92.54
2024-03-31 $16M 190k 84.44
2023-12-31 $5.2M 69k 75.10
2023-09-30 $4.6M 67k 68.64