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iShares S&P 500 Growth Index shares owned by Waldron

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Waldron from 13F filings

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 2.0k 120.72
2022-03-31 $263k 3.4k 76.28
2021-12-31 $288k 3.4k 83.53
2021-09-30 $254k 3.4k 73.67
2021-06-30 $250k 3.4k 72.51
2021-03-31 $224k 3.4k 64.97
2020-12-31 $220k 3.4k 63.81