iShares S&P 500 Growth Index shares owned by West Coast Financial
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $732k | 8.7k | 84.44 |
| 2023-12-31 | $651k | 8.7k | 75.10 |
| 2023-09-30 | $600k | 8.8k | 68.42 |
| 2023-06-30 | $648k | 9.2k | 70.48 |
| 2023-03-31 | $630k | 9.9k | 63.89 |
| 2022-12-31 | $589k | 10k | 58.50 |
| 2022-09-30 | $637k | 11k | 57.88 |
| 2022-06-30 | $691k | 12k | 60.32 |
| 2022-03-31 | $1.2M | 15k | 76.40 |
| 2021-12-31 | $1.3M | 15k | 83.68 |
| 2021-09-30 | $1.1M | 15k | 73.91 |
| 2021-06-30 | $1.1M | 15k | 72.74 |
| 2021-03-31 | $995k | 15k | 65.08 |
| 2020-12-31 | $976k | 15k | 63.84 |
| 2020-09-30 | $834k | 3.6k | 230.96 |
| 2020-06-30 | $749k | 3.6k | 207.42 |
| 2020-03-31 | $707k | 4.3k | 165.15 |
| 2019-12-31 | $831k | 4.3k | 193.71 |
| 2019-09-30 | $832k | 4.6k | 180.09 |
| 2019-06-30 | $806k | 4.5k | 179.27 |
| 2019-03-31 | $775k | 4.5k | 172.38 |
| 2018-12-31 | $211k | 1.4k | 150.50 |