iShares S&P 500 Growth Index shares owned by Wealthspan Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wealthspan Partners
from 13F filings
Historical chart of Wealthspan Partners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Wealthspan 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 Wealthspan Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 45k | 95.75 |
| 2024-06-30 | $4.2M | 45k | 92.54 |
| 2024-03-31 | $3.8M | 45k | 84.44 |
| 2023-12-31 | $3.7M | 49k | 75.10 |
| 2023-09-30 | $3.8M | 56k | 68.42 |
| 2023-06-30 | $4.4M | 62k | 70.48 |
| 2023-03-31 | $4.4M | 69k | 63.89 |
| 2022-12-31 | $4.4M | 75k | 58.50 |
| 2022-09-30 | $4.5M | 77k | 57.84 |
| 2022-06-30 | $4.6M | 76k | 60.34 |
| 2022-03-31 | $5.8M | 76k | 76.38 |
| 2021-12-31 | $6.6M | 79k | 83.68 |