iShares S&P 500 Growth Index shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb 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 SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $577k | 9.0k | 63.79 |
| 2020-09-30 | $522k | 2.3k | 230.87 |
| 2020-06-30 | $244k | 1.2k | 207.66 |
| 2019-12-31 | $203k | 1.0k | 194.07 |
| 2018-03-31 | $296k | 2.1k | 143.55 |
| 2017-12-31 | $300k | 2.0k | 152.83 |
| 2017-09-30 | $296k | 2.1k | 143.55 |
| 2017-06-30 | $282k | 2.1k | 136.76 |
| 2017-03-31 | $258k | 2.0k | 131.50 |
| 2016-12-31 | $239k | 2.0k | 121.81 |
| 2016-06-30 | $270k | 2.3k | 116.43 |
| 2016-03-31 | $278k | 2.4k | 115.83 |
| 2015-12-31 | $278k | 2.4k | 115.83 |
| 2015-09-30 | $259k | 2.4k | 107.92 |
| 2015-06-30 | $243k | 2.1k | 114.08 |
| 2015-03-31 | $243k | 2.1k | 114.08 |
| 2014-12-31 | $238k | 2.1k | 111.74 |
| 2014-09-30 | $228k | 2.1k | 107.04 |
| 2014-06-30 | $224k | 2.1k | 105.16 |
| 2014-03-31 | $432k | 4.3k | 99.79 |
| 2013-12-31 | $427k | 4.3k | 98.64 |
More positions owned by SVA Plumb Wealth Management
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