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iShares S&P 500 Growth Index shares owned by AlTi Global

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by AlTi Global from 13F filings

Historical chart of AlTi Global 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 AlTi Global 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 AlTi Global

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 73k 84.44
2023-12-31 $5.5M 73k 75.10

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Uber Technologies (UBER)

View all positions for AlTi Global

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Envestnet Asset Management
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Goldman Sachs Group
UBS Group
Stifel Financial
Ameriprise Financial
BlackRock
Pnc Financial Services
M^T Bank Corporation
CWM
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Growth Index