iShares S&P 500 Growth Index shares owned by WT Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WT Wealth Management
from 13F filings
Historical chart of WT 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 WT 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 WT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $389k | 5.2k | 75.10 |
| 2023-09-30 | $356k | 5.2k | 68.64 |
| 2023-06-30 | $365k | 5.2k | 70.48 |
| 2023-03-31 | $331k | 5.2k | 63.89 |
| 2022-12-31 | $303k | 5.2k | 58.50 |
| 2022-09-30 | $305k | 5.3k | 57.80 |
| 2022-06-30 | $318k | 5.3k | 60.26 |
| 2022-03-31 | $403k | 5.3k | 76.37 |
| 2021-12-31 | $442k | 5.3k | 83.76 |
| 2021-09-30 | $390k | 5.3k | 73.91 |
| 2021-06-30 | $377k | 5.2k | 72.71 |
| 2021-03-31 | $338k | 5.2k | 65.19 |
| 2020-12-31 | $330k | 5.2k | 63.65 |
| 2020-09-30 | $301k | 1.3k | 230.65 |
| 2020-06-30 | $270k | 1.3k | 206.90 |
| 2020-03-31 | $215k | 1.3k | 164.75 |
| 2019-12-31 | $252k | 1.3k | 193.10 |
| 2019-09-30 | $234k | 1.3k | 179.31 |