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
Tip: Access up to 7 years of quarterly data
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
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Stone Point Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |