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

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

Historical chart of Centric 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 Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 1.9k 124.79
2025-06-30 $221k 1.9k 114.74

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

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