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 |
|---|---|---|---|
| 2023-12-31 | $258k | 3.4k | 75.10 |
| 2023-09-30 | $254k | 3.7k | 68.41 |
| 2023-06-30 | $185k | 2.6k | 70.48 |
| 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 |
More positions owned by WealthPlan Investment Management
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