SPDR DJ Wilshire Mid Cap Growth shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of SPDR DJ Wilshire Mid Cap Growth (MDYG) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in SPDR DJ Wilshire Mid Cap Growth
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $287k | 3.3k | 87.74 |
2024-06-30 | $276k | 3.3k | 84.06 |
2024-03-31 | $295k | 3.4k | 87.29 |
2023-12-31 | $256k | 3.4k | 75.67 |
2023-09-30 | $234k | 3.4k | 69.14 |
2023-06-30 | $243k | 3.4k | 71.65 |
2023-03-31 | $258k | 3.8k | 68.44 |
2022-12-31 | $257k | 3.9k | 65.34 |
2022-09-30 | $237k | 3.9k | 60.34 |
2022-06-30 | $269k | 4.4k | 60.97 |
2022-03-31 | $388k | 5.2k | 74.26 |
2021-12-31 | $432k | 5.3k | 81.46 |
2021-09-30 | $453k | 6.0k | 75.63 |
2021-06-30 | $466k | 6.0k | 77.52 |
2021-03-31 | $480k | 6.4k | 75.14 |
2020-12-31 | $679k | 9.8k | 69.29 |
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