iShares S&P 500 Growth Index shares owned by Lumature Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Lumature Wealth Partners
from 13F filings
Historical chart of Lumature Wealth Partners investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Lumature Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $33k | 472 | 70.48 |
| 2023-03-31 | $47k | 728 | 63.89 |
| 2022-12-31 | $43k | 728 | 58.50 |
| 2022-09-30 | $42k | 728 | 57.69 |
| 2022-06-30 | $44k | 728 | 60.44 |
| 2022-03-31 | $85k | 1.1k | 76.71 |
| 2021-12-31 | $105k | 1.3k | 83.93 |
| 2021-09-30 | $88k | 1.2k | 74.32 |
| 2021-06-30 | $86k | 1.2k | 72.64 |
| 2021-03-31 | $155k | 2.4k | 65.24 |
| 2020-12-31 | $146k | 2.3k | 63.81 |