iShares S&P 500 Growth Index shares owned by YorkBridge Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by YorkBridge Wealth Partners
from 13F filings
Historical chart of YorkBridge 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 YorkBridge Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $3.9M | 66k | 58.50 |
| 2022-09-30 | $3.9M | 67k | 57.85 |
| 2022-06-30 | $4.0M | 67k | 60.36 |
| 2022-03-31 | $5.0M | 66k | 76.38 |
| 2021-12-31 | $5.5M | 66k | 83.67 |
| 2021-09-30 | $4.9M | 66k | 73.91 |
| 2021-06-30 | $4.8M | 66k | 72.73 |
| 2021-03-31 | $4.3M | 66k | 65.12 |
| 2020-12-31 | $4.2M | 67k | 63.83 |
| 2020-09-30 | $3.8M | 16k | 231.06 |
| 2020-06-30 | $3.4M | 16k | 207.48 |
| 2020-03-31 | $2.7M | 16k | 165.02 |
| 2019-12-31 | $3.1M | 16k | 193.63 |
| 2019-09-30 | $2.0M | 11k | 180.03 |
| 2019-06-30 | $1.7M | 9.5k | 179.28 |
| 2019-03-31 | $1.6M | 9.6k | 172.33 |
| 2018-12-31 | $1.5M | 9.8k | 150.68 |
| 2018-09-30 | $1.8M | 9.9k | 177.68 |
| 2018-06-30 | $1.6M | 9.9k | 162.57 |
| 2018-03-31 | $1.6M | 9.9k | 156.43 |
| 2017-12-31 | $1.6M | 10k | 153.37 |
| 2017-09-30 | $1.5M | 10k | 143.38 |
| 2017-06-30 | $1.4M | 10k | 136.58 |
| 2017-03-31 | $1.3M | 10k | 134.89 |
| 2016-12-31 | $1.2M | 9.9k | 121.79 |
More positions owned by YorkBridge Wealth Partners
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