iShares S&P 500 Growth Index shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Wagner Wealth Management 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 Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $35k | 462 | 75.10 |
| 2023-09-30 | $31k | 459 | 68.45 |
| 2023-06-30 | $32k | 459 | 70.51 |
| 2023-03-31 | $29k | 458 | 63.92 |
| 2022-12-31 | $27k | 457 | 58.48 |
| 2022-09-30 | $26k | 455 | 57.14 |
| 2022-06-30 | $27k | 455 | 59.34 |
| 2022-03-31 | $70k | 908 | 77.09 |
| 2021-12-31 | $38k | 453 | 83.89 |
| 2021-09-30 | $36k | 453 | 79.47 |
| 2021-06-30 | $33k | 452 | 73.01 |
| 2021-03-31 | $29k | 451 | 64.30 |
| 2020-12-31 | $29k | 451 | 64.30 |