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iShares S&P 500 Growth Index shares owned by Badgley Phelps Wealth Managers

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

Historical chart of Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers 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 Badgley Phelps Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $878k 7.3k 120.72
2025-06-30 $903k 8.2k 110.10
2025-03-31 $762k 8.2k 92.83
2024-12-31 $833k 8.2k 101.53
2024-09-30 $786k 8.2k 95.75

More positions owned by Badgley Phelps Wealth Managers

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Costco Wholesale Corporation (COST)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Badgley Phelps Wealth Managers

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