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iShares S&P 500 Growth Index shares owned by Archetype Wealth Partners

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

Historical chart of Archetype Wealth Partners 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 Archetype Wealth Partners 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 Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $240k 2.0k 120.97
2025-06-30 $218k 2.0k 109.88
2024-12-31 $223k 2.2k 101.64
2024-09-30 $210k 2.2k 95.72
2024-06-30 $217k 2.3k 92.74

More positions owned by Archetype Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Gold Shares Etf (GLD)
Ishares Gold Trust Etf (IAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard International High Dividend Yield Etf Etf (VYMI)
Utilities Select Sector Spdr Fund Etf (XLU)

View all positions for Archetype Wealth Partners

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