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iShares S&P 500 Growth Index shares owned by Bauman Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Bauman Advisory Group from 13F filings

Historical chart of Bauman Advisory Group 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 Bauman Advisory Group 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 Bauman Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $420k 3.4k 123.26

More positions owned by Bauman Advisory Group

Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Gold Tr Shares Represent (IAUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Apple (AAPL)
Ishares Tr Usd Inv Grde Etf (USIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Zacks Trust Small/mid Cap (SMIZ)

View all positions for Bauman Advisory Group

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
Cetera Investment Advisers
BlackRock
Raymond James Financial
M^T Bank Corporation
Fil
Lido Advisors

View all funds holding iShares S&P 500 Growth Index