iShares S&P 500 Growth Index shares owned by WealthBridge Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WealthBridge Capital Management
from 13F filings
Historical chart of WealthBridge Capital Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by WealthBridge Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $482k | 5.0k | 95.75 |
| 2024-06-30 | $508k | 5.5k | 92.54 |
| 2024-03-31 | $463k | 5.5k | 84.44 |
| 2023-12-31 | $412k | 5.5k | 75.10 |
| 2023-09-30 | $375k | 5.5k | 68.42 |
| 2023-06-30 | $346k | 4.9k | 70.48 |
| 2023-03-31 | $313k | 4.9k | 63.89 |
| 2022-12-31 | $287k | 4.9k | 58.50 |
| 2022-09-30 | $302k | 5.0k | 60.29 |
| 2022-06-30 | $302k | 5.0k | 60.29 |
| 2022-03-31 | $424k | 5.5k | 76.45 |
| 2021-12-31 | $469k | 5.6k | 83.72 |
| 2021-09-30 | $394k | 5.3k | 73.94 |
| 2021-06-30 | $364k | 5.0k | 72.68 |
| 2021-03-31 | $326k | 5.0k | 65.10 |
| 2020-12-31 | $353k | 5.5k | 63.90 |
| 2020-09-30 | $319k | 1.4k | 230.99 |
| 2020-06-30 | $228k | 1.4k | 165.10 |
| 2020-03-31 | $228k | 1.4k | 165.10 |
| 2019-12-31 | $267k | 1.4k | 193.34 |
| 2019-03-31 | $134k | 764 | 175.39 |
| 2018-12-31 | $125k | 829 | 150.78 |
More positions owned by WealthBridge Capital Management
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