iShares S&P 500 Growth Index shares owned by WealthTrust DunckerStreett
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WealthTrust DunckerStreett
from 13F filings
Historical chart of WealthTrust DunckerStreett investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by WealthTrust DunckerStreett
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $482k | 5.7k | 84.44 |
| 2023-12-31 | $428k | 5.7k | 75.10 |
| 2023-09-30 | $389k | 5.7k | 68.42 |
| 2023-06-30 | $417k | 5.9k | 70.48 |
| 2023-03-31 | $378k | 5.9k | 63.89 |
| 2022-12-31 | $345k | 5.9k | 58.50 |
| 2022-09-30 | $346k | 6.0k | 57.81 |
| 2022-06-30 | $455k | 7.5k | 60.38 |
| 2022-03-31 | $617k | 8.1k | 76.39 |
| 2021-12-31 | $844k | 10k | 83.72 |
| 2021-09-30 | $744k | 10k | 73.88 |
| 2021-06-30 | $732k | 10k | 72.69 |
| 2021-03-31 | $771k | 12k | 65.15 |
| 2020-12-31 | $755k | 12k | 63.80 |
| 2020-09-30 | $695k | 3.0k | 231.13 |
| 2020-06-30 | $625k | 3.0k | 207.50 |
| 2020-03-31 | $661k | 4.0k | 165.00 |
| 2019-12-31 | $832k | 4.3k | 193.53 |
| 2019-09-30 | $805k | 4.5k | 180.01 |
| 2019-06-30 | $924k | 5.2k | 179.28 |
| 2019-03-31 | $887k | 5.1k | 172.40 |
| 2018-12-31 | $722k | 4.8k | 150.64 |
| 2018-09-30 | $918k | 5.2k | 177.22 |
| 2018-06-30 | $841k | 5.2k | 162.54 |
| 2018-03-31 | $800k | 5.2k | 155.01 |
| 2017-12-31 | $923k | 6.0k | 152.79 |
| 2017-09-30 | $875k | 6.1k | 143.44 |
| 2017-06-30 | $871k | 6.4k | 136.78 |
| 2017-03-31 | $829k | 6.3k | 131.48 |
| 2016-12-31 | $794k | 6.5k | 121.80 |
| 2016-09-30 | $790k | 6.5k | 121.65 |
| 2016-06-30 | $733k | 6.3k | 116.55 |
| 2016-03-31 | $698k | 6.0k | 115.93 |
| 2015-12-31 | $695k | 6.0k | 115.85 |
| 2015-09-30 | $617k | 5.7k | 107.89 |
| 2015-06-30 | $660k | 5.8k | 113.83 |
| 2015-03-31 | $660k | 5.8k | 114.03 |
| 2014-12-31 | $680k | 6.1k | 111.53 |
| 2014-09-30 | $682k | 6.4k | 106.76 |
| 2014-06-30 | $660k | 6.3k | 105.11 |
| 2014-03-31 | $626k | 6.3k | 99.84 |
| 2013-12-31 | $551k | 5.6k | 98.76 |
| 2013-09-30 | $497k | 5.6k | 89.42 |
| 2013-06-30 | $466k | 5.5k | 83.98 |
| 2012-12-31 | $417k | 5.5k | 75.79 |
| 2012-06-30 | $406k | 5.5k | 73.59 |
| 2012-03-31 | $415k | 5.5k | 75.45 |
| 2011-12-31 | $418k | 6.2k | 67.40 |
| 2011-09-30 | $379k | 6.2k | 61.31 |
| 2011-06-30 | $450k | 6.5k | 69.42 |
| 2011-03-31 | $444k | 6.5k | 68.67 |
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