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iShares S&P 500 Growth Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0M 36k 84.44
2023-12-31 $2.1M 27k 75.10
2023-09-30 $1.9M 28k 68.42
2023-06-30 $1.4M 20k 70.48
2023-03-31 $822k 13k 63.89
2022-12-31 $776k 13k 58.50
2022-09-30 $767k 13k 57.83
2022-06-30 $800k 13k 60.32
2022-03-31 $936k 13k 70.03
2021-12-31 $1.7M 20k 83.64
2021-09-30 $2.0M 27k 73.89
2021-06-30 $1.2M 17k 72.69
2021-03-31 $1.1M 17k 65.12
2020-12-31 $1.4M 21k 63.79
2020-09-30 $1.4M 6.1k 230.98
2020-06-30 $18M 84k 207.49
2020-03-31 $14M 86k 165.05
2019-12-31 $22M 115k 193.64
2019-09-30 $21M 115k 180.03
2019-06-30 $21M 116k 179.24
2019-03-31 $21M 119k 172.36
2018-12-31 $28M 185k 150.67
2018-09-30 $27M 153k 177.64
2018-06-30 $24M 145k 163.09
2018-03-31 $23M 150k 155.07
2017-12-31 $22M 142k 152.77
2017-09-30 $22M 152k 143.41
2017-06-30 $22M 157k 136.85
2017-03-31 $30M 225k 131.34
2016-12-31 $28M 222k 125.59
2016-09-30 $14M 112k 119.65
2016-06-30 $12M 106k 116.57
2016-03-31 $9.3M 80k 115.90
2015-12-31 $13M 109k 115.80

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Pfd And Incm Sec (PFF)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Agency Bond Etf (AGZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Inf Tech Etf (VGT)

View all positions for TRUE Private Wealth Advisors

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
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index