iShares S&P 500 Growth Index shares owned by Welch & Forbes
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Welch & Forbes
from 13F filings
Historical chart of Welch & Forbes investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Welch & Forbes consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in iShares S&P 500 Growth Index by Welch & Forbes
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $925k | 9.1k | 101.53 |
2024-09-30 | $736k | 7.7k | 95.75 |
2024-06-30 | $735k | 7.7k | 95.65 |
2024-03-31 | $552k | 6.5k | 84.44 |
2023-12-31 | $517k | 6.9k | 75.10 |
2023-09-30 | $486k | 7.1k | 68.42 |
2023-06-30 | $649k | 9.2k | 70.48 |
2023-03-31 | $434k | 6.8k | 63.89 |
2022-12-31 | $459k | 7.8k | 58.50 |
2022-09-30 | $453k | 7.8k | 57.80 |
2022-06-30 | $473k | 7.8k | 60.35 |
2022-03-31 | $637k | 8.3k | 76.41 |
2021-12-31 | $554k | 6.6k | 83.69 |
2021-09-30 | $497k | 6.7k | 73.96 |
2021-06-30 | $489k | 6.7k | 72.77 |
2021-03-31 | $460k | 7.1k | 65.16 |
2020-12-31 | $463k | 7.3k | 63.77 |
2020-09-30 | $419k | 1.8k | 230.85 |
2020-06-30 | $387k | 1.9k | 207.51 |
2020-03-31 | $307k | 1.9k | 164.61 |
2019-12-31 | $308k | 1.6k | 193.71 |
2019-09-30 | $286k | 1.6k | 179.87 |
2019-06-30 | $285k | 1.6k | 179.25 |
2019-03-31 | $274k | 1.6k | 172.33 |
2018-12-31 | $240k | 1.6k | 150.94 |
2018-09-30 | $282k | 1.6k | 177.36 |
2018-06-30 | $259k | 1.6k | 162.89 |
2018-03-31 | $247k | 1.6k | 155.35 |
2017-12-31 | $279k | 1.8k | 152.46 |