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iShares S&P 500 Growth Index shares owned by Aventura Private Wealth

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

Historical chart of Aventura Private 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 Aventura Private 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 Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $131k 1.1k 123.22
2025-09-30 $129k 1.1k 120.77
2025-06-30 $117k 1.1k 110.12
2025-03-31 $99k 1.1k 92.85
2024-12-31 $89k 873 101.53

More positions owned by Aventura Private Wealth

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Eli Lilly & Co Stock (LLY)
Netflix Stock (NFLX)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Booking Holdings Stock (BKNG)
Exxon Mobil Corp Stock (XOM)

View all positions for Aventura Private Wealth

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
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
Fil

View all funds holding iShares S&P 500 Growth Index