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iShares S&P 500 Growth Index shares owned by Balasa Dinverno & Foltz

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Balasa Dinverno & Foltz from 13F filings

Historical chart of Balasa Dinverno & Foltz investment in iShares S&P 500 Growth Index

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All positions including iShares S&P 500 Growth Index held by Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.9M 50k 57.84
2022-06-30 $3.0M 50k 60.36
2022-03-31 $3.9M 51k 76.37
2021-12-31 $4.3M 52k 83.67
2021-09-30 $4.0M 54k 73.90
2021-06-30 $4.0M 55k 72.73
2021-03-31 $3.6M 55k 65.12
2020-12-31 $3.5M 55k 63.83
2020-09-30 $3.3M 14k 231.09
2020-06-30 $3.2M 16k 207.46
2020-03-31 $2.6M 16k 165.04
2019-12-31 $3.1M 16k 193.63
2019-09-30 $2.9M 16k 180.03
2019-06-30 $2.7M 15k 179.21
2019-03-31 $2.5M 15k 172.37
2018-12-31 $2.2M 15k 150.70
2018-09-30 $2.6M 15k 177.20
2018-06-30 $2.4M 15k 162.59
2018-03-31 $2.3M 15k 155.05
2017-12-31 $2.3M 15k 152.78
2017-09-30 $2.1M 15k 143.41
2017-06-30 $2.1M 16k 136.85
2017-03-31 $2.1M 16k 131.52
2016-12-31 $1.9M 16k 121.76
2016-09-30 $1.9M 16k 121.64
2016-06-30 $1.8M 15k 116.61
2016-03-31 $1.8M 15k 115.90
2015-12-31 $1.8M 15k 115.77
2015-09-30 $1.7M 16k 107.79
2015-06-30 $1.8M 15k 113.89
2015-03-31 $1.8M 15k 113.95
2014-12-31 $1.7M 15k 111.62
2014-09-30 $1.6M 15k 106.81
2014-06-30 $1.7M 16k 105.20
2014-03-31 $1.5M 15k 99.85
2013-12-31 $1.3M 14k 98.77
2013-09-30 $1.2M 14k 89.34
2013-06-30 $1.0M 12k 84.01

More positions owned by Balasa Dinverno & Foltz

DFA US Marketwide Value ETF Us Mktwide Value (DFUV)
iShares Russell 1000 Growth ETF Rus 1000 Grw Etf (IWF)
Vanguard Small-Cap Growth ETF Sml Cp Grw Etf (VBK)
iShares Edge MSCI USA Momentum Factor ETF Msci Usa Mmentm (MTUM)
iShares Core S&P 500 ETF Core S&p 500 Etf (IVV)
iShares Edge MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
Goldman Sachs ActiveBeta International Equity ETF Activebeta Int (GSIE)
Vanguard Growth ETF Growth Etf (VUG)
iShares Russell 1000 Value ETF Rus 1000 Val Etf (IWD)
iShares Edge MSCI Multifactor Intl ETF Intl Eqty Factor (INTF)
DFA International Small Cap ETF Intl Small Cap E (DFIS)
iShares MSCI EAFE ETF Msci Eafe Etf (EFA)
iShares National Muni Bond ETF National Mun Etf (MUB)
DFA Emerging Markets Core Equity 2 ETF Emerging Mkts Co (DFEM)
DFA International Value ETF Internatnal Val (DFIV)

View all positions for Balasa Dinverno & Foltz

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