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

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

Historical chart of AI Financial 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 AI Financial 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 AI Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $259k 2.1k 121.23
2025-06-30 $235k 2.1k 110.10
2024-12-31 $217k 2.1k 101.53

More positions owned by AI Financial Services

Ishares Tr Russell 2000 Etf (IWM)
Touchstone Etf Trust Touchstone Sands (TSEL)
2023 Etf Series Trust Brandes Us Value (BUSA)
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Virtus Etf Tr Ii Alphasimplex Mng (ASMF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Tcw Etf Trust Transfrm 500 Etf (VOTE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

View all positions for AI Financial Services

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