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iShares S&P 500 Growth Index shares owned by Acorn Financial Advisory Services

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Acorn Financial Advisory Services from 13F filings

Historical chart of Acorn Financial Advisory Services 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 Acorn Financial Advisory Services 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 Acorn Financial Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $217k 2.9k 74.08
2023-09-30 $298k 4.3k 68.53
2023-06-30 $291k 4.1k 70.48
2023-03-31 $263k 4.1k 63.90
2022-12-31 $241k 4.1k 58.50

More positions owned by Acorn Financial Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
RBB Us Trsry 6 Mnth (XBIL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microstrategy Cl A New (MSTR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Acorn Financial Advisory Services

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
Envestnet Portfolio Solutions
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index