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

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

Historical chart of Allegiance Financial Group 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 Allegiance Financial Group 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 Allegiance Financial Group Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $268k 2.2k 123.23
2025-09-30 $262k 2.2k 120.74
2025-06-30 $483k 4.4k 110.11

More positions owned by Allegiance Financial Group Advisory Services

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Core Fi (AVIG)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr International Lr (AVIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Emerging Mkt Val (AVES)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Allegiance Financial Group Advisory Services

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