iShares S&P 500 Growth Index shares owned by Wealthquest
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $843k | 7.7k | 110.10 |
| 2025-03-31 | $464k | 5.0k | 92.83 |
| 2024-12-31 | $511k | 5.0k | 101.53 |
| 2024-09-30 | $483k | 5.1k | 94.41 |
| 2024-06-30 | $474k | 5.1k | 92.54 |
| 2024-03-31 | $432k | 5.1k | 84.44 |
| 2023-12-31 | $418k | 5.6k | 75.10 |
| 2023-09-30 | $381k | 5.6k | 68.42 |
| 2023-06-30 | $361k | 5.1k | 70.48 |
| 2023-03-31 | $327k | 5.1k | 63.89 |
| 2022-12-31 | $300k | 5.1k | 58.50 |
| 2022-09-30 | $296k | 5.1k | 57.81 |
| 2022-06-30 | $308k | 5.1k | 60.16 |
| 2022-03-31 | $428k | 5.1k | 83.59 |
| 2021-12-31 | $428k | 5.1k | 83.59 |
| 2021-09-30 | $378k | 5.1k | 73.83 |
| 2021-06-30 | $421k | 5.8k | 72.67 |
| 2021-03-31 | $465k | 7.1k | 65.05 |
| 2020-12-31 | $481k | 7.5k | 63.73 |
| 2020-09-30 | $462k | 2.0k | 230.77 |
| 2020-06-30 | $415k | 2.0k | 207.29 |
| 2019-12-31 | $1.2M | 6.3k | 193.49 |
| 2019-09-30 | $1.1M | 6.1k | 180.02 |
| 2019-06-30 | $1.0M | 5.8k | 179.22 |
| 2019-03-31 | $1.0M | 5.9k | 172.24 |
| 2018-12-31 | $840k | 5.6k | 150.62 |