iShares S&P 500 Growth Index shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.7M | 21k | 84.44 |
2023-12-31 | $2.9M | 39k | 75.10 |
2023-09-30 | $2.3M | 33k | 68.42 |
2023-06-30 | $1.8M | 25k | 70.48 |
2023-03-31 | $1.8M | 28k | 63.89 |
2022-12-31 | $1.6M | 27k | 58.50 |
2022-09-30 | $1.6M | 28k | 57.87 |
2022-06-30 | $1.6M | 26k | 60.34 |
2022-03-31 | $1.2M | 15k | 76.38 |
2021-12-31 | $726k | 8.7k | 83.72 |
2021-09-30 | $733k | 9.9k | 73.88 |
2021-06-30 | $742k | 10k | 72.70 |
2021-03-31 | $654k | 10k | 65.06 |
2020-12-31 | $616k | 9.6k | 63.84 |
2020-09-30 | $533k | 2.3k | 230.94 |
2020-06-30 | $380k | 1.8k | 207.42 |
2020-03-31 | $315k | 1.9k | 164.84 |
2019-12-31 | $378k | 2.0k | 193.75 |
2019-09-30 | $273k | 1.5k | 180.32 |
2019-06-30 | $264k | 1.5k | 179.23 |
2019-03-31 | $299k | 1.7k | 172.43 |
2018-12-31 | $271k | 1.8k | 150.97 |
2018-09-30 | $378k | 2.1k | 176.97 |
2018-06-30 | $368k | 2.3k | 162.76 |
2018-03-31 | $264k | 1.7k | 155.02 |
2017-12-31 | $267k | 1.7k | 152.75 |
2017-09-30 | $218k | 1.5k | 143.70 |
2016-06-30 | $7.0k | 64 | 109.38 |
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