iShares S&P 500 Growth Index shares owned by Twelve Points Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Twelve Points Wealth Management
from 13F filings
Historical chart of Twelve Points Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Twelve Points Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $238k | 2.0k | 120.73 |
| 2025-06-30 | $256k | 2.3k | 110.11 |
| 2025-03-31 | $215k | 2.3k | 92.84 |
| 2024-12-31 | $236k | 2.3k | 101.54 |
| 2024-09-30 | $227k | 2.4k | 95.76 |
| 2024-06-30 | $228k | 2.5k | 92.55 |
| 2024-03-31 | $201k | 2.4k | 84.44 |
| 2023-12-31 | $225k | 3.0k | 75.10 |
| 2023-09-30 | $212k | 3.1k | 68.42 |
| 2023-06-30 | $202k | 2.9k | 70.49 |
| 2022-03-31 | $214k | 2.8k | 76.21 |
| 2021-12-31 | $235k | 2.8k | 83.69 |
More positions owned by Twelve Points Wealth Management
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