iShares S&P 500 Growth Index shares owned by TL Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by TL Private Wealth
from 13F filings
Historical chart of TL Private Wealth investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by TL Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.8k | 120.73 |
| 2025-06-30 | $1.1M | 10k | 110.15 |
| 2025-03-31 | $853k | 10k | 82.96 |
| 2024-12-31 | $1.0M | 10k | 102.91 |
| 2024-09-30 | $968k | 10k | 94.64 |
| 2024-06-30 | $980k | 10k | 96.04 |
| 2024-03-31 | $809k | 9.6k | 84.25 |
| 2023-12-31 | $700k | 9.3k | 75.10 |
| 2023-09-30 | $620k | 8.9k | 69.79 |
| 2023-06-30 | $574k | 8.2k | 69.56 |
| 2023-03-31 | $541k | 8.5k | 63.89 |
| 2022-12-31 | $486k | 8.3k | 58.53 |
| 2022-09-30 | $394k | 6.8k | 57.73 |
| 2022-06-30 | $418k | 6.8k | 61.47 |
| 2022-03-31 | $486k | 6.8k | 71.82 |
| 2021-12-31 | $482k | 6.6k | 72.68 |
| 2021-09-30 | $592k | 7.5k | 79.05 |
| 2021-06-30 | $544k | 7.5k | 72.75 |
| 2021-03-31 | $514k | 7.5k | 68.82 |
| 2020-12-31 | $239k | 3.7k | 65.30 |
| 2020-09-30 | $223k | 913 | 244.25 |
| 2019-12-31 | $240k | 1.2k | 207.61 |