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iShares S&P 500 Growth Index shares owned by Beacon Investment Advisors

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

Historical chart of Beacon Investment Advisors 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 Investment Advisors 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 9.2k 120.72
2025-06-30 $1.0M 9.2k 109.49
2025-03-31 $867k 9.3k 92.83

More positions owned by Beacon Investment Advisors

Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Applied Materials (AMAT)
Marriott Intl Cl A (MAR)
Intuit (INTU)
Casey's General Stores (CASY)
Costco Wholesale Corporation (COST)
Deere & Company (DE)
Constellium Se Cl A Shs (CSTM)
Generac Holdings (GNRC)
Bank of America Corporation (BAC)
Darden Restaurants (DRI)
Ryanair Holdings Sponsored Adr (RYAAY)
Wal-Mart Stores (WMT)

View all positions for Beacon Investment Advisors

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