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iShares S&P 500 Growth Index shares owned by Lane & Associates

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

Historical chart of Lane & Associates 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 Lane & Associates 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 Lane & Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 22k 84.44
2023-12-31 $1.6M 22k 75.10
2023-09-30 $1.3M 19k 68.42
2023-06-30 $1.3M 18k 70.48
2023-03-31 $1.1M 18k 63.89
2022-12-31 $1.0M 18k 58.50

More positions owned by Lane & Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Lane & Associates

Top funds holding iShares S&P 500 Growth Index

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LPL Financial
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UBS Group
Stifel Financial
BlackRock
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M^T Bank Corporation
CWM
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp

View all funds holding iShares S&P 500 Growth Index