iShares S&P 500 Growth Index shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Wealth Alliance 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 Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $23M | 237k | 95.75 |
| 2024-06-30 | $24M | 260k | 92.54 |
| 2024-03-31 | $15M | 180k | 84.44 |
| 2023-12-31 | $8.0M | 107k | 75.10 |
| 2023-09-30 | $7.3M | 106k | 68.42 |
| 2023-06-30 | $5.4M | 76k | 70.48 |
| 2023-03-31 | $267k | 4.2k | 63.89 |
| 2022-12-31 | $233k | 4.0k | 58.50 |
| 2022-09-30 | $244k | 4.2k | 57.79 |
| 2022-06-30 | $254k | 4.2k | 60.28 |
| 2022-03-31 | $410k | 5.4k | 76.29 |
| 2021-12-31 | $6.5M | 78k | 83.67 |
| 2021-09-30 | $5.2M | 71k | 73.98 |
| 2021-06-30 | $5.4M | 74k | 72.72 |
| 2021-03-31 | $4.6M | 71k | 65.10 |
| 2020-12-31 | $4.7M | 74k | 63.93 |
| 2020-09-30 | $4.5M | 19k | 231.10 |
| 2020-06-30 | $4.3M | 21k | 207.48 |
| 2020-03-31 | $759k | 4.6k | 165.14 |
| 2019-12-31 | $3.2M | 16k | 193.62 |