iShares S&P 500 Growth Index shares owned by Welch Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Welch Group
from 13F filings
Historical chart of Welch Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Welch Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $365k | 4.3k | 84.44 |
| 2023-12-31 | $304k | 4.0k | 75.10 |
| 2023-09-30 | $314k | 4.6k | 68.42 |
| 2023-06-30 | $489k | 6.9k | 70.48 |
| 2023-03-31 | $443k | 6.9k | 63.89 |
| 2022-12-31 | $400k | 6.8k | 58.50 |
| 2022-09-30 | $389k | 6.7k | 57.90 |
| 2022-06-30 | $403k | 6.7k | 60.34 |
| 2022-03-31 | $519k | 6.8k | 76.31 |
| 2021-12-31 | $569k | 6.8k | 83.66 |
| 2021-09-30 | $501k | 6.8k | 73.90 |
| 2021-06-30 | $506k | 7.0k | 72.71 |
| 2021-03-31 | $452k | 6.9k | 65.15 |
| 2020-12-31 | $413k | 6.5k | 63.79 |
| 2020-09-30 | $375k | 1.6k | 231.20 |
| 2020-06-30 | $247k | 1.2k | 207.21 |
| 2020-03-31 | $197k | 1.2k | 165.27 |