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iShares S&P 500 Growth Index shares owned by Watermark Asset Management

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

Historical chart of Watermark Asset 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 Watermark Asset 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 Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $27k 177 152.54
2018-09-30 $31k 177 175.14
2018-06-30 $29k 177 163.84
2018-03-31 $27k 177 152.54
2017-12-31 $27k 177 152.54
2017-09-30 $25k 177 141.24
2017-06-30 $24k 177 135.59
2017-03-31 $23k 177 129.94