iShares S&P 500 Growth Index shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.7M | 33k | 113.11 |
| 2025-12-31 | $3.5M | 29k | 123.26 |
| 2025-09-30 | $3.6M | 30k | 120.72 |
| 2025-06-30 | $3.3M | 30k | 110.10 |
| 2025-03-31 | $1.8M | 19k | 92.83 |
| 2024-12-31 | $1.8M | 18k | 101.53 |
| 2024-09-30 | $2.1M | 22k | 95.75 |
| 2024-06-30 | $302k | 3.3k | 92.54 |
| 2024-03-31 | $275k | 3.3k | 84.45 |
| 2023-12-31 | $258k | 3.4k | 75.10 |
| 2023-09-30 | $3.3M | 49k | 68.42 |
| 2023-06-30 | $6.2k | 69 | 89.74 |
| 2023-03-31 | $226k | 3.5k | 63.89 |
| 2022-12-31 | $3.2M | 51k | 63.06 |
| 2022-09-30 | $9.7M | 163k | 59.32 |
| 2022-03-31 | $11M | 164k | 68.09 |
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