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iShares S&P 500 Growth Index shares owned by Ascension Capital Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Ascension Capital Advisors from 13F filings

Historical chart of Ascension Capital Advisors 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 Ascension Capital Advisors 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 Ascension Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 89k 95.75
2021-12-31 $9.0M 108k 83.67
2020-12-31 $6.1M 95k 63.82
2020-09-30 $6.3M 27k 231.06

More positions owned by Ascension Capital Advisors

First Tr Exchange-traded Risng Divd Achiv (RDVY)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ark Etf Tr Innovation Etf (ARKK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Residential Mult (REZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Exxon Mobil Corporation (XOM)
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)

View all positions for Ascension Capital Advisors

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
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
M^T Bank Corporation
Park Avenue Securities
Mariner Wealth Advisors

View all funds holding iShares S&P 500 Growth Index