iShares S&P 500 Growth Index shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management 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 Tradition Wealth Management 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 Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.9M | 82k | 95.75 |
| 2024-06-30 | $7.6M | 82k | 92.54 |
| 2024-03-31 | $4.5M | 54k | 84.44 |
| 2023-12-31 | $1.9M | 26k | 75.10 |
| 2023-09-30 | $1.7M | 25k | 68.43 |
| 2023-06-30 | $605k | 8.6k | 70.52 |
| 2023-03-31 | $586k | 9.2k | 63.90 |
| 2022-12-31 | $560k | 9.6k | 58.55 |
| 2022-09-30 | $560k | 9.7k | 57.88 |
| 2022-06-30 | $632k | 11k | 60.34 |
| 2022-03-31 | $840k | 11k | 76.39 |
| 2021-12-31 | $920k | 11k | 83.70 |
| 2021-09-30 | $713k | 9.6k | 73.92 |
| 2021-06-30 | $701k | 9.6k | 72.68 |
| 2021-03-31 | $650k | 10k | 65.14 |
| 2020-12-31 | $652k | 10k | 63.84 |
More positions owned by Tradition Wealth Management
View all positions for Tradition Wealth Management