iShares S&P 500 Growth Index shares owned by waypoint wealth counsel
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by waypoint wealth counsel
from 13F filings
Historical chart of waypoint wealth counsel 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 waypoint wealth counsel 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 waypoint wealth counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 27k | 95.75 |
| 2024-06-30 | $2.5M | 27k | 92.54 |
| 2024-03-31 | $2.3M | 27k | 84.44 |
| 2023-12-31 | $2.0M | 27k | 75.10 |
| 2023-09-30 | $1.8M | 27k | 68.42 |
| 2023-03-31 | $1.8M | 28k | 63.89 |
| 2022-12-31 | $1.9M | 33k | 58.50 |