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iShares S&P 500 Growth Index shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers 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 Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $601k 7.1k 84.44
2023-12-31 $534k 7.1k 75.10
2023-09-30 $485k 7.1k 68.42
2023-06-30 $498k 7.1k 70.48
2023-03-31 $451k 7.1k 63.89
2022-12-31 $401k 6.9k 58.50
2022-09-30 $396k 6.8k 57.84
2022-06-30 $412k 6.8k 60.34
2022-03-31 $521k 6.8k 76.44
2021-12-31 $569k 6.8k 83.62
2021-09-30 $502k 6.8k 73.86
2021-06-30 $494k 6.8k 72.79
2021-03-31 $441k 6.8k 65.05
2020-12-31 $432k 6.8k 63.82
2020-09-30 $390k 1.7k 231.04
2020-06-30 $349k 1.7k 207.24
2020-03-31 $277k 1.7k 164.78
2019-12-31 $324k 1.7k 193.43
2019-09-30 $300k 1.7k 180.18
2019-06-30 $297k 1.7k 179.02
2019-03-31 $241k 1.4k 172.14
2018-12-31 $210k 1.4k 150.43
2018-09-30 $246k 1.4k 177.36
2018-06-30 $225k 1.4k 162.69
2018-03-31 $215k 1.4k 155.46
2017-12-31 $211k 1.4k 153.01
2017-09-30 $196k 1.4k 143.17
2017-06-30 $187k 1.4k 137.10
2017-03-31 $179k 1.4k 131.62
2016-12-31 $166k 1.4k 122.06
2016-09-30 $164k 1.4k 121.48
2016-06-30 $157k 1.4k 116.30
2016-03-31 $155k 1.3k 115.76
2015-12-31 $154k 1.3k 115.53

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

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