iShares S&P 500 Growth Index shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset 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 Wetherby Asset 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 Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 112k | 120.72 |
| 2025-06-30 | $12M | 112k | 110.10 |
| 2024-12-31 | $11M | 112k | 101.53 |
| 2024-09-30 | $11M | 112k | 95.75 |
| 2024-06-30 | $10M | 112k | 92.54 |
| 2024-03-31 | $9.5M | 112k | 84.44 |
| 2023-12-31 | $8.8M | 117k | 75.10 |
| 2023-09-30 | $8.0M | 117k | 68.42 |
| 2023-06-30 | $9.1M | 130k | 70.48 |
| 2023-03-31 | $8.3M | 130k | 63.89 |
| 2022-12-31 | $7.6M | 130k | 58.50 |
| 2022-09-30 | $7.5M | 130k | 57.85 |
| 2022-06-30 | $8.8M | 146k | 60.35 |
| 2022-03-31 | $12M | 161k | 76.38 |
| 2021-12-31 | $14M | 161k | 83.67 |
| 2021-09-30 | $12M | 163k | 73.91 |
| 2021-06-30 | $16M | 215k | 72.73 |
| 2021-03-31 | $14M | 215k | 65.11 |
| 2020-12-31 | $14M | 215k | 63.82 |
| 2020-09-30 | $13M | 57k | 231.08 |
| 2020-06-30 | $13M | 62k | 207.49 |
| 2020-03-31 | $10M | 62k | 165.04 |
| 2019-12-31 | $12M | 62k | 193.64 |
| 2019-09-30 | $11M | 62k | 180.02 |
| 2019-06-30 | $11M | 62k | 179.24 |
| 2019-03-31 | $11M | 62k | 172.36 |
| 2018-12-31 | $9.3M | 62k | 150.66 |
| 2018-09-30 | $11M | 65k | 177.17 |
| 2018-06-30 | $11M | 65k | 162.61 |
| 2018-03-31 | $10M | 65k | 155.07 |
| 2017-12-31 | $9.9M | 65k | 152.76 |
| 2017-09-30 | $9.3M | 65k | 143.42 |
| 2017-06-30 | $8.8M | 65k | 136.86 |
| 2017-03-31 | $8.4M | 64k | 131.52 |
| 2016-12-31 | $7.8M | 64k | 121.79 |
| 2016-09-30 | $7.8M | 64k | 121.67 |
| 2016-06-30 | $7.5M | 64k | 116.58 |
| 2016-03-31 | $7.4M | 64k | 115.90 |
| 2015-12-31 | $7.3M | 63k | 115.80 |
| 2015-09-30 | $6.7M | 62k | 107.81 |
| 2015-06-30 | $7.1M | 62k | 113.86 |
| 2015-03-31 | $7.1M | 62k | 113.96 |
| 2014-12-31 | $6.9M | 62k | 111.60 |
| 2014-09-30 | $6.6M | 62k | 106.81 |
| 2014-06-30 | $6.5M | 62k | 105.19 |
| 2014-03-31 | $6.1M | 61k | 99.84 |
| 2013-12-31 | $6.1M | 61k | 98.75 |
| 2013-09-30 | $5.4M | 61k | 89.37 |
| 2013-06-30 | $5.1M | 61k | 84.01 |
| 2013-03-31 | $5.0M | 61k | 82.38 |
| 2012-12-31 | $4.6M | 61k | 75.74 |
| 2012-09-30 | $5.3M | 68k | 77.85 |
| 2012-06-30 | $5.0M | 68k | 73.51 |
| 2012-03-31 | $5.1M | 68k | 75.37 |
| 2011-12-31 | $4.5M | 67k | 67.43 |
| 2011-09-30 | $4.1M | 67k | 61.23 |
| 2011-06-30 | $4.6M | 67k | 69.48 |
| 2011-03-31 | $4.8M | 69k | 68.71 |