iShares S&P 500 Growth Index shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT 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 IHT 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 IHT Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $1.7M | 24k | 68.42 |
2023-06-30 | $2.0M | 28k | 70.48 |
2023-03-31 | $1.7M | 26k | 63.89 |
2022-12-31 | $1.6M | 27k | 58.50 |
2022-09-30 | $1.8M | 31k | 57.84 |
2022-06-30 | $1.8M | 30k | 60.36 |
2022-03-31 | $2.3M | 30k | 76.39 |
2021-12-31 | $2.4M | 29k | 83.66 |
2021-09-30 | $2.2M | 30k | 73.92 |
2021-06-30 | $1.7M | 24k | 72.75 |
2021-03-31 | $1.6M | 24k | 65.12 |
2020-12-31 | $2.0M | 31k | 63.83 |
2020-09-30 | $1.9M | 8.2k | 231.12 |
2020-06-30 | $1.8M | 8.7k | 207.51 |
2020-03-31 | $1.6M | 9.5k | 165.05 |
2019-12-31 | $2.2M | 12k | 193.66 |
2019-09-30 | $2.3M | 13k | 180.06 |
2019-06-30 | $2.6M | 15k | 179.25 |
2019-03-31 | $2.3M | 13k | 172.35 |
2018-12-31 | $2.0M | 13k | 150.68 |
2018-09-30 | $2.3M | 13k | 177.17 |
2018-06-30 | $2.7M | 17k | 162.61 |
2018-03-31 | $2.5M | 17k | 151.33 |
2017-12-31 | $3.1M | 20k | 157.87 |
2017-09-30 | $288k | 2.0k | 145.09 |
2017-06-30 | $1.1M | 1.3k | 820.01 |
2017-03-31 | $1.0k | 4 | 250.00 |
2016-12-31 | $56k | 460 | 121.74 |