iShares S&P 500 Growth Index shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi 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 Venturi 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 Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.4M | 35k | 95.75 |
| 2024-06-30 | $3.3M | 36k | 92.54 |
| 2024-03-31 | $2.0M | 24k | 84.44 |
| 2023-12-31 | $781k | 10k | 75.10 |
| 2023-09-30 | $719k | 11k | 68.42 |
| 2023-06-30 | $22k | 310 | 70.48 |
| 2023-03-31 | $12k | 190 | 63.76 |
| 2021-03-31 | $227k | 3.5k | 65.19 |
| 2020-12-31 | $222k | 3.5k | 63.76 |
| 2020-09-30 | $284k | 1.2k | 230.89 |
| 2018-12-31 | $543k | 3.7k | 146.40 |
| 2018-09-30 | $539k | 3.0k | 177.77 |
| 2018-06-30 | $522k | 3.0k | 172.16 |
| 2018-03-31 | $311k | 2.0k | 154.88 |
| 2017-12-31 | $316k | 2.1k | 152.73 |
| 2017-09-30 | $569k | 4.0k | 143.90 |
| 2017-06-30 | $462k | 3.4k | 136.85 |
| 2017-03-31 | $515k | 3.9k | 130.84 |