iShares S&P 500 Growth Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $121k | 1.2k | 101.49 |
| 2024-09-30 | $119k | 1.2k | 95.72 |
| 2024-06-30 | $97k | 1.1k | 92.50 |
| 2024-03-31 | $77k | 908 | 84.40 |
| 2023-12-31 | $33k | 438 | 75.03 |
| 2023-09-30 | $30k | 437 | 68.34 |
| 2023-06-30 | $31k | 437 | 70.40 |
| 2023-03-31 | $28k | 436 | 63.91 |
| 2022-12-31 | $26k | 436 | 58.45 |
| 2022-09-30 | $26k | 436 | 59.63 |
| 2022-06-30 | $26k | 435 | 59.77 |
| 2022-03-31 | $33k | 434 | 76.04 |
| 2021-12-31 | $36k | 435 | 82.76 |
| 2021-09-30 | $32k | 434 | 73.73 |
| 2021-06-30 | $32k | 434 | 73.73 |
| 2021-03-31 | $28k | 1.3k | 21.36 |
| 2020-12-31 | $28k | 433 | 64.67 |
| 2020-09-30 | $25k | 108 | 231.48 |
| 2020-06-30 | $29k | 141 | 205.67 |
| 2020-03-31 | $23k | 141 | 163.12 |
| 2019-12-31 | $373k | 1.9k | 193.57 |
More positions owned by Sugarloaf Wealth Management
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