iShares S&P 500 Growth Index shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 25k | 84.44 |
| 2023-12-31 | $1.2M | 16k | 75.10 |
| 2023-09-30 | $1.1M | 16k | 68.42 |
| 2023-06-30 | $604k | 8.6k | 70.48 |
| 2023-03-31 | $406k | 6.4k | 63.89 |
| 2022-12-31 | $375k | 6.4k | 58.50 |
| 2022-09-30 | $376k | 6.5k | 57.90 |
| 2022-06-30 | $396k | 6.6k | 60.40 |
| 2022-03-31 | $496k | 6.5k | 76.39 |
| 2021-12-31 | $454k | 5.4k | 83.61 |
| 2021-09-30 | $429k | 5.4k | 79.02 |
| 2021-06-30 | $560k | 7.7k | 72.72 |
| 2021-03-31 | $465k | 7.2k | 64.85 |
| 2020-12-31 | $308k | 4.8k | 63.90 |
| 2020-03-31 | $538k | 3.3k | 165.08 |
More positions owned by Transcend Wealth Collective
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