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iShares S&P 500 Growth Index shares owned by Affinity Wealth Management

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

Historical chart of Affinity Wealth Management 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 Affinity Wealth Management 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 Affinity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $348k 3.6k 95.75
2024-06-30 $342k 3.7k 92.54
2024-03-31 $325k 3.9k 84.44
2023-12-31 $289k 3.9k 75.10
2022-12-31 $224k 3.8k 58.50
2022-09-30 $297k 5.1k 57.94
2022-06-30 $320k 5.1k 62.43
2022-03-31 $383k 5.2k 73.33
2021-12-31 $408k 5.3k 77.40
2021-09-30 $439k 6.0k 73.02
2021-06-30 $498k 6.7k 74.62
2021-03-31 $471k 6.8k 69.16
2020-12-31 $402k 6.3k 63.75
2020-09-30 $398k 1.7k 232.48
2020-03-31 $383k 2.1k 183.61
2019-12-31 $1.0M 5.4k 193.58
2019-09-30 $992k 5.5k 179.97
2019-06-30 $1.1M 6.3k 179.30
2019-03-31 $1.1M 6.5k 172.41
2018-12-31 $1.2M 7.9k 150.62
2017-09-30 $33M 154k 214.88
2017-06-30 $20M 148k 136.85
2017-03-31 $18M 134k 131.52
2016-12-31 $3.6M 29k 121.80
2016-09-30 $2.5M 21k 121.64
2016-06-30 $2.5M 22k 116.59
2016-03-31 $2.6M 23k 115.90
2015-12-31 $1.7M 15k 115.79
2015-09-30 $1.8M 16k 107.81
2015-06-30 $6.3M 55k 113.86
2015-03-31 $18M 154k 113.95
2014-12-31 $17M 152k 111.60
2014-06-30 $19M 178k 105.19
2013-09-30 $15M 171k 89.36
2013-06-30 $15M 176k 84.01

More positions owned by Affinity Wealth Management

Spdr Ser Tr S&p Homebuild (XHB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr U S Equity Factr (LRGF)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Energy (XLE)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)

View all positions for Affinity Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index