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
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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
Download as csvQuarterly reported holdings in iShares S&P 500 Growth Index by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 283k | 120.72 |
| 2025-06-30 | $32M | 293k | 110.10 |
| 2025-03-31 | $30M | 320k | 92.83 |
| 2024-12-31 | $31M | 300k | 101.53 |
| 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 |
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