iShares S&P 500 Growth Index shares owned by True Wealth Design
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design 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 True Wealth Design 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 True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $60k | 627 | 95.75 |
| 2024-06-30 | $58k | 627 | 92.54 |
| 2024-03-31 | $53k | 627 | 84.44 |
| 2023-12-31 | $47k | 627 | 75.10 |
| 2023-09-30 | $55k | 800 | 68.42 |
| 2023-06-30 | $56k | 800 | 70.48 |
| 2023-03-31 | $51k | 800 | 63.89 |
| 2022-12-31 | $47k | 800 | 58.50 |