iShares S&P 500 Growth Index shares owned by Western Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Western Wealth Management 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 Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 220k | 120.72 |
| 2025-06-30 | $24M | 222k | 110.10 |
| 2025-03-31 | $21M | 225k | 92.83 |
| 2024-12-31 | $1.9M | 18k | 101.53 |
| 2024-09-30 | $23M | 245k | 95.75 |
| 2024-06-30 | $21M | 227k | 92.54 |
| 2024-03-31 | $19M | 230k | 84.44 |
| 2023-12-31 | $18M | 235k | 75.10 |
| 2023-09-30 | $16M | 230k | 68.42 |
| 2023-06-30 | $16M | 223k | 70.48 |
| 2023-03-31 | $14M | 219k | 63.89 |
| 2022-12-31 | $13M | 225k | 58.50 |
| 2022-09-30 | $26M | 453k | 57.87 |
| 2022-06-30 | $28M | 457k | 60.35 |
| 2022-03-31 | $37M | 484k | 76.38 |
| 2021-12-31 | $22M | 267k | 83.68 |
| 2021-06-30 | $21M | 284k | 72.72 |
| 2021-03-31 | $19M | 287k | 65.11 |
| 2020-12-31 | $19M | 296k | 63.82 |
| 2020-09-30 | $18M | 76k | 231.10 |
| 2020-06-30 | $16M | 76k | 207.50 |
| 2020-03-31 | $12M | 72k | 165.08 |
| 2019-12-31 | $14M | 72k | 193.64 |
| 2019-09-30 | $13M | 71k | 179.97 |
| 2019-06-30 | $13M | 71k | 179.27 |
| 2019-03-31 | $12M | 71k | 172.25 |
| 2018-12-31 | $11M | 71k | 150.75 |