iShares S&P 500 Growth Index shares owned by Wedmont Private Capital
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wedmont Private Capital
from 13F filings
Historical chart of Wedmont Private Capital investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Wedmont Private Capital 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 Wedmont Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 9.7k | 120.98 |
| 2025-06-30 | $1.1M | 9.5k | 110.88 |
| 2025-03-31 | $832k | 9.2k | 90.39 |
| 2024-12-31 | $931k | 9.2k | 101.08 |
| 2024-09-30 | $985k | 10k | 94.64 |
| 2024-06-30 | $989k | 10k | 95.76 |
| 2024-03-31 | $870k | 10k | 84.25 |
| 2023-12-31 | $769k | 10k | 74.50 |
| 2023-09-30 | $720k | 10k | 69.79 |
| 2023-06-30 | $873k | 12k | 71.27 |
| 2022-03-31 | $202k | 2.6k | 77.72 |