Bellevue Asset Management »

iShares S&P 500 Growth Index shares owned by Bellevue Asset Management

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

Historical chart of Bellevue Asset 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 Bellevue Asset 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 Bellevue Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $43k 356 120.81
2025-06-30 $39k 355 110.36
2025-03-31 $38k 409 92.93
2024-12-31 $42k 409 101.54

More positions owned by Bellevue Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Capital Group Growth Etf Shs Creation Uni (CGGR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Exchange- Traded Fst Low Oppt Etf (LMBS)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Jp Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard World Fds Inf Tech Etf (VGT)
Tcw Etf Trust Flexible Income (FLXR)
Jp Morgan Exchange Traded F Short Dura Core (JSCP)
First Tr Exchange-traded First Tr Enh New (FTSM)
Starbucks Corporation (SBUX)
Blackrock Etf Trust Ishares Technolo (TEK)

View all positions for Bellevue Asset 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