iShares S&P 500 Growth Index shares owned by Total Wealth Planning
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Total Wealth Planning
from 13F filings
Historical chart of Total Wealth Planning investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.2M | 52k | 101.53 |
| 2024-09-30 | $5.0M | 53k | 95.75 |
| 2024-06-30 | $5.3M | 55k | 96.04 |
| 2024-03-31 | $4.9M | 59k | 84.44 |
| 2023-12-31 | $4.9M | 66k | 75.10 |
| 2023-09-30 | $4.9M | 71k | 68.42 |
| 2023-06-30 | $5.1M | 73k | 70.48 |
| 2023-03-31 | $4.8M | 75k | 63.89 |
| 2022-12-31 | $4.3M | 74k | 58.50 |
| 2022-09-30 | $2.8M | 48k | 57.86 |
| 2022-06-30 | $2.9M | 48k | 60.34 |
| 2022-03-31 | $3.7M | 48k | 76.38 |
| 2021-12-31 | $2.7M | 16k | 172.36 |
| 2021-09-30 | $3.6M | 49k | 73.91 |
| 2021-06-30 | $3.7M | 50k | 72.74 |
| 2021-03-31 | $3.3M | 51k | 65.12 |
| 2020-12-31 | $3.3M | 51k | 63.83 |
| 2020-09-30 | $3.1M | 13k | 231.12 |
| 2020-06-30 | $3.0M | 15k | 207.47 |
| 2020-03-31 | $2.5M | 15k | 165.09 |
| 2019-12-31 | $2.8M | 15k | 193.67 |
| 2019-09-30 | $2.7M | 15k | 180.05 |
| 2019-06-30 | $2.7M | 15k | 179.25 |
| 2019-03-31 | $2.7M | 16k | 172.36 |
| 2018-12-31 | $2.4M | 16k | 150.66 |