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iShares S&P 500 Growth Index shares owned by Atlantic Family Wealth

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

Historical chart of Atlantic Family Wealth 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 Atlantic Family Wealth 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 Atlantic Family Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8M 64k 120.72
2025-06-30 $6.8M 62k 110.10
2025-03-31 $5.9M 63k 92.83

More positions owned by Atlantic Family Wealth

Ishares Tr Core S&p500 Etf (IVV)
Victory Portfolios Ii Vcshs Us Lrg Cap (CDL)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard World Inf Tech Etf (VGT)
Pacer Fds Tr Us Lrg Cp Cash (COWG)
Victory Portfolios Ii Shares Free Cash (VFLO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Atlantic Family Wealth

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