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iShares S&P 500 Growth Index shares owned by Capital Advantage

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

Historical chart of Capital Advantage 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 Capital Advantage 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 Capital Advantage

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 43k 95.75
2024-06-30 $3.0M 31k 95.97
2024-03-31 $2.1M 24k 84.75

More positions owned by Capital Advantage

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Vanguard World Health Car Etf (VHT)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard World Mega Cap Index (MGC)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Industrial Etf (VIS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Capital Advantage

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index