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iShares S&P 500 Growth Index shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group 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 Client 1st Advisory Group 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 Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 28k 101.53
2024-06-30 $1.3M 14k 92.54
2024-03-31 $381k 4.5k 84.44
2023-09-30 $242k 3.5k 68.42

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Specialized Funds Div App Etf (VIG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Exxon Mobil Corporation (XOM)

View all positions for Client 1st Advisory Group

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index