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iShares S&P 500 Growth Index shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth 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 KFA Private Wealth 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 KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $797k 9.4k 84.44
2023-12-31 $680k 9.1k 75.10
2023-09-30 $618k 9.0k 68.42
2023-06-30 $636k 9.0k 70.48
2023-03-31 $576k 9.0k 63.89
2022-12-31 $599k 10k 58.50

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for KFA Private Wealth Group

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