iShares S&P 500 Growth Index shares owned by WR Wealth Planners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by WR Wealth Planners 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 WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $865k | 8.5k | 101.53 |
| 2024-09-30 | $2.0M | 21k | 95.75 |
| 2024-06-30 | $316k | 3.4k | 92.55 |
| 2024-03-31 | $168k | 2.0k | 84.46 |
| 2023-12-31 | $658k | 8.8k | 75.10 |
| 2023-09-30 | $534k | 7.8k | 68.42 |
| 2023-06-30 | $22k | 315 | 70.48 |
| 2023-03-31 | $10k | 162 | 63.89 |
| 2022-12-31 | $2.0k | 34 | 58.50 |
| 2022-09-30 | $2.0k | 34 | 57.85 |
| 2022-06-30 | $2.1k | 34 | 60.35 |
| 2022-03-31 | $2.6k | 34 | 76.38 |