iShares S&P 500 Growth Index shares owned by Stony Point Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Stony Point Wealth Management
from 13F filings
Historical chart of Stony Point 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 Stony Point Wealth Management 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 Stony Point Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $806k | 9.6k | 84.44 |
| 2023-12-31 | $828k | 11k | 75.10 |
| 2023-09-30 | $769k | 11k | 69.79 |
| 2023-06-30 | $771k | 11k | 70.48 |
| 2023-03-31 | $700k | 11k | 63.89 |
| 2022-12-31 | $640k | 11k | 58.50 |
| 2022-09-30 | $646k | 11k | 57.88 |
| 2022-06-30 | $674k | 11k | 60.39 |
| 2022-03-31 | $852k | 11k | 76.36 |
| 2021-12-31 | $933k | 11k | 83.63 |
| 2021-09-30 | $864k | 12k | 73.93 |
| 2021-06-30 | $932k | 13k | 72.73 |
| 2021-03-31 | $1.0M | 16k | 65.09 |
| 2020-12-31 | $1.4M | 22k | 63.84 |
| 2020-09-30 | $1.6M | 7.0k | 231.13 |
| 2020-06-30 | $1.7M | 8.0k | 207.45 |
| 2020-03-31 | $1.4M | 8.5k | 165.06 |
| 2019-12-31 | $1.8M | 9.3k | 193.61 |
| 2019-09-30 | $2.0M | 11k | 180.01 |
| 2019-06-30 | $2.0M | 11k | 182.78 |
| 2019-03-31 | $2.2M | 13k | 172.34 |
| 2018-12-31 | $1.9M | 12k | 150.64 |
| 2018-09-30 | $2.1M | 12k | 177.16 |
| 2018-06-30 | $2.0M | 12k | 162.60 |
| 2018-03-31 | $1.9M | 12k | 155.07 |
| 2017-12-31 | $1.8M | 12k | 152.80 |
More positions owned by Stony Point Wealth Management
View all positions for Stony Point Wealth Management