iShares S&P 500 Growth Index shares owned by Stone Point Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Stone Point Wealth
from 13F filings
Historical chart of Stone Point Wealth investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Stone Point 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 Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $433k | 4.5k | 95.75 |
| 2024-06-30 | $425k | 4.6k | 92.54 |
| 2024-03-31 | $397k | 4.7k | 84.44 |
| 2023-12-31 | $365k | 4.9k | 75.10 |
| 2023-09-30 | $319k | 4.7k | 68.42 |
| 2023-06-30 | $312k | 4.4k | 70.48 |
| 2023-03-31 | $289k | 4.5k | 63.89 |
| 2022-12-31 | $265k | 4.5k | 58.50 |
| 2022-09-30 | $276k | 4.8k | 57.76 |
| 2022-06-30 | $295k | 4.9k | 60.20 |
| 2022-03-31 | $379k | 5.0k | 76.57 |