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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
2024-03-31 $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)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr S&p Metals Mng (XME)
Select Sector Spdr Tr Energy (XLE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
First Tr Nas100 Eq Weighted SHS (QQEW)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for Affinity Wealth Management

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