iShares S&P 500 Growth Index shares owned by Watershed Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Watershed Private Wealth
from 13F filings
Historical chart of Watershed Private Wealth investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Watershed Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $875k | 9.1k | 95.75 |
| 2024-06-30 | $1.1M | 12k | 92.54 |
| 2024-03-31 | $1.0M | 12k | 84.44 |
| 2023-12-31 | $4.0M | 53k | 75.10 |
| 2023-09-30 | $3.5M | 51k | 68.42 |
| 2023-06-30 | $3.6M | 51k | 70.48 |
| 2023-03-31 | $3.4M | 54k | 63.89 |
| 2022-12-31 | $3.0M | 51k | 58.50 |