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iShares S&P 500 Growth Index shares owned by BAM Wealth Management

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

Historical chart of BAM Wealth Management 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 BAM Wealth Management 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 BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $708k 5.9k 120.72

More positions owned by BAM Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)

View all positions for BAM Wealth Management

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