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
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All positions including iShares S&P 500 Growth Index held by Welch & Forbes 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 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 |