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iShares S&P 500 Growth Index shares owned by Briaud Financial Planning

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Briaud Financial Planning from 13F filings

Historical chart of Briaud Financial Planning 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 Briaud Financial Planning 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 Briaud Financial Planning

Quarter filed Position value Share count Share price at filing
2025-06-30 $126k 1.2k 109.57
2025-03-31 $59k 638 92.48

More positions owned by Briaud Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Silver Tr Ishares (SLV)
Ishares Gold Tr Ishares New (IAU)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Analog Devices (ADI)
Exxon Mobil Corporation (XOM)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Eli Lilly & Co. (LLY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)

View all positions for Briaud Financial Planning

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