Beese Fulmer Investment Management »

iShares S&P 500 Growth Index shares owned by Beese Fulmer Investment Management

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

Historical chart of Beese Fulmer Investment 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 Beese Fulmer Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Beese Fulmer Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 116k 120.72
2025-06-30 $13M 117k 110.10
2025-03-31 $251k 2.7k 92.83
2024-12-31 $217k 2.1k 101.53
2024-09-30 $204k 2.1k 95.75
2021-03-31 $203k 3.1k 65.04
2020-06-30 $87k 418 208.13

More positions owned by Beese Fulmer Investment Management

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Amazon Stock (AMZN)
Mastercard Incorporated Cl A Stock (MA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oreilly Automotive Stock (ORLY)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Chase & Co Stock (JPM)
Rtx Corporation Stock (RTX)
Costco Wholesale Corporation Stock (COST)
Meta Platforms Inc Cl A Stock (META)
Johnson & Johnson Stock (JNJ)
Tjx Cos Stock (TJX)

View all positions for Beese Fulmer Investment 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