iShares S&P 500 Growth Index shares owned by Wealthsource Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Wealthsource Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $19M | 248k | 75.10 |
| 2023-09-30 | $15M | 220k | 68.42 |
| 2023-06-30 | $2.9M | 41k | 70.48 |
| 2023-03-31 | $2.4M | 37k | 63.89 |
| 2022-12-31 | $1.9M | 32k | 58.50 |
| 2022-09-30 | $3.2M | 55k | 57.86 |
| 2022-06-30 | $3.3M | 55k | 60.34 |
| 2022-03-31 | $4.2M | 55k | 76.38 |
| 2021-12-31 | $3.8M | 46k | 83.68 |
| 2021-09-30 | $2.8M | 38k | 73.91 |
| 2021-06-30 | $2.8M | 39k | 72.74 |
| 2021-03-31 | $3.1M | 48k | 65.10 |
| 2020-12-31 | $2.3M | 36k | 63.81 |
| 2020-09-30 | $2.2M | 9.3k | 231.09 |
| 2020-06-30 | $2.0M | 9.6k | 207.53 |
| 2020-03-31 | $2.0M | 12k | 165.09 |
| 2019-12-31 | $5.9M | 31k | 193.63 |
| 2019-09-30 | $5.5M | 31k | 180.03 |
| 2019-06-30 | $6.1M | 34k | 179.25 |
| 2019-03-31 | $5.4M | 31k | 172.36 |
| 2018-12-31 | $4.8M | 32k | 150.68 |
| 2018-09-30 | $5.9M | 33k | 177.16 |
| 2018-06-30 | $6.0M | 37k | 162.60 |
| 2018-03-31 | $3.9M | 30k | 131.53 |
| 2017-12-31 | $5.8M | 38k | 152.77 |
| 2017-09-30 | $5.1M | 36k | 143.43 |
| 2017-06-30 | $4.2M | 31k | 136.84 |
| 2017-03-31 | $3.9M | 30k | 131.53 |
| 2016-12-31 | $3.5M | 29k | 121.78 |
| 2016-09-30 | $2.4M | 20k | 121.64 |
| 2016-06-30 | $2.0M | 17k | 116.57 |
| 2016-03-31 | $1.9M | 16k | 115.90 |