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iShares S&P 500 Growth Index shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth 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 BKM Wealth 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.8M 105k 84.44
2023-12-31 $7.7M 102k 75.10

More positions owned by BKM Wealth Management

Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Vanguard Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dbx Etf Tr Xtrackers Russel (DEUS)
Apple (AAPL)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares U S Etf Tr Commodity Curve (CCRV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Ftse Emr Mkt Etf (VWO)
Lowe's Companies (LOW)

View all positions for BKM Wealth Management

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
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding iShares S&P 500 Growth Index