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iShares S&P 500 Growth Index shares owned by Breakwater Capital Group

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

Historical chart of Breakwater Capital Group 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 Breakwater Capital Group 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 Breakwater Capital Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 25k 84.44
2023-12-31 $2.0M 25k 77.71
2023-09-30 $1.2M 18k 67.55
2023-06-30 $999k 14k 70.48
2023-03-31 $875k 14k 63.89
2022-12-31 $743k 13k 58.50

More positions owned by Breakwater Capital Group

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Faln Angls Usd (FALN)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

View all positions for Breakwater Capital Group

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