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iShares S&P 500 Growth Index shares owned by Beacon Bridge Wealth Partners

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

Historical chart of Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners 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 Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.3M 30k 75.10
2023-09-30 $4.0M 59k 68.42
2023-06-30 $4.0M 56k 70.48
2023-03-31 $3.4M 53k 63.89
2022-12-31 $3.8M 66k 58.50

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Beacon Bridge Wealth Partners

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index