BIP Wealth »

iShares S&P 500 Growth Index shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $342k 4.1k 84.45
2023-12-31 $304k 4.0k 75.12
2023-09-30 $318k 4.6k 68.42

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Eafe Etf Uie (EFA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Value Etf Uie (SPYV)
Vanguard Ftse All World Uie (VEU)
Ishares Russell 2000 Uie (IWM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ssga Ultra Short Uie (ULST)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Intl Smallcp Uie (DLS)

View all positions for BIP Wealth

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
M^T Bank Corporation
CWM
Envestnet Portfolio Solutions
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index