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

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

Historical chart of Acorn 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 Acorn 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 Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $491k 4.1k 120.73
2018-06-30 $138k 845 163.31
2018-03-31 $133k 845 157.40
2017-12-31 $102k 647 157.65

More positions owned by Acorn Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Msci Usa Min Vol (USMV)
JPMorgan Chase & Co. (JPM)

View all positions for Acorn Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index