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iShares S&P 500 Growth Index shares owned by Brady Martz Wealth Solutions

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

Historical chart of Brady Martz Wealth Solutions 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 Brady Martz Wealth Solutions 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 Brady Martz Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $322k 2.7k 120.72
2025-06-30 $330k 3.0k 110.10
2025-03-31 $279k 3.0k 92.83
2024-12-31 $302k 3.0k 100.53

More positions owned by Brady Martz Wealth Solutions

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Alps Etf Tr Intl Sec Dv Dog (IDOG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Series Trust Nuveen Ice High (HYMB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brady Martz Wealth Solutions

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