Capital Squared Financial »

iShares S&P 500 Growth Index shares owned by Capital Squared Financial

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

Historical chart of Capital Squared Financial 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 Squared Financial 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 Squared Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $528k 4.7k 113.10
2025-12-31 $572k 4.6k 123.25
2025-09-30 $556k 4.6k 120.72
2025-06-30 $488k 4.4k 110.09

More positions owned by Capital Squared Financial

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus Mdcp Val Etf (IWS)
NVIDIA Corporation (NVDA)
Ishares Tr Core High Dv Etf (HDV)
Vanguard Index Fds Value Etf (VTV)

View all positions for Capital Squared Financial

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Raymond James Financial
Goldman Sachs Group
M^T Bank Corporation
Park Avenue Securities
Lido Advisors

View all funds holding iShares S&P 500 Growth Index