iShares S&P 500 Growth Index shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Tempus Wealth Planning 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 Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 17k | 120.72 |
| 2025-06-30 | $1.7M | 16k | 110.10 |
| 2025-03-31 | $1.4M | 15k | 92.83 |
| 2024-12-31 | $1.1M | 11k | 101.53 |
| 2024-09-30 | $820k | 8.6k | 95.75 |
| 2024-06-30 | $414k | 4.5k | 92.54 |
| 2023-12-31 | $2.4M | 32k | 75.10 |
| 2023-06-30 | $2.1M | 30k | 70.48 |
| 2021-12-31 | $2.0M | 25k | 83.68 |
| 2021-09-30 | $1.9M | 26k | 73.91 |
| 2021-06-30 | $2.0M | 27k | 72.73 |
| 2021-03-31 | $1.8M | 27k | 65.11 |