iShares S&P 500 Growth Index shares owned by West Branch Capital
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital 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 West Branch 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 West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $131k | 1.1k | 120.72 |
| 2025-06-30 | $119k | 1.1k | 110.07 |
| 2025-03-31 | $116k | 1.2k | 92.82 |
| 2024-12-31 | $127k | 1.2k | 101.49 |
| 2024-09-30 | $119k | 1.2k | 95.74 |
| 2024-06-30 | $115k | 1.2k | 92.54 |
| 2024-03-31 | $105k | 1.2k | 84.44 |
| 2023-12-31 | $93k | 1.2k | 75.09 |
| 2023-09-30 | $89k | 1.3k | 68.42 |
| 2023-06-30 | $92k | 1.3k | 70.48 |
| 2023-03-31 | $83k | 1.3k | 63.90 |
| 2022-12-31 | $76k | 1.3k | 58.51 |
| 2022-09-30 | $146k | 2.5k | 57.68 |
| 2022-06-30 | $78k | 1.3k | 60.56 |
| 2022-03-31 | $98k | 1.3k | 76.21 |
| 2021-12-31 | $111k | 1.3k | 83.33 |
| 2021-09-30 | $99k | 1.3k | 74.27 |
| 2021-06-30 | $97k | 1.3k | 72.88 |