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
Tip: Access up to 7 years of quarterly data
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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Growth Index by Western Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |