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iShares S&P 500 Growth Index shares owned by United Asset Strategies

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

Historical chart of United Asset Strategies 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 United Asset Strategies 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 United Asset Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $226k 2.7k 84.44
2023-12-31 $201k 2.7k 75.10
2022-03-31 $204k 2.7k 76.35

More positions owned by United Asset Strategies

Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Mastercard Incorporated Cl A (MA)
Spdr Gold Tr Gold Shs (GLD)
Cigna Corp (CI)
Servicenow (NOW)
Entergy Corporation (ETR)

View all positions for United Asset Strategies

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