iShares S&P 500 Growth Index shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $665k | 6.9k | 95.74 |
| 2024-06-30 | $613k | 6.6k | 92.54 |
| 2024-03-31 | $550k | 6.5k | 84.45 |
| 2023-12-31 | $489k | 6.5k | 75.10 |
| 2023-09-30 | $445k | 6.5k | 68.42 |
| 2023-06-30 | $458k | 6.5k | 70.48 |
| 2023-03-31 | $415k | 6.5k | 63.89 |
| 2022-12-31 | $377k | 6.4k | 58.50 |
| 2022-09-30 | $373k | 6.4k | 57.87 |
| 2022-06-30 | $320k | 5.3k | 60.37 |
| 2022-03-31 | $407k | 5.3k | 76.42 |
| 2021-12-31 | $470k | 5.6k | 83.60 |
| 2021-09-30 | $460k | 6.2k | 73.93 |
| 2021-06-30 | $453k | 6.2k | 72.81 |
| 2021-03-31 | $394k | 6.1k | 65.10 |
| 2020-12-31 | $401k | 6.1k | 66.26 |
| 2020-09-30 | $263k | 1.1k | 231.11 |
| 2020-06-30 | $236k | 1.1k | 207.38 |