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iShares S&P 500 Growth Index shares owned by COFG Advisors

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

Historical chart of COFG Advisors 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 COFG Advisors 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 COFG Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 26k 123.26

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Innovator Etfs Trust Nasdaq 100 Mana (QFLR)
Apple (AAPL)
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Amazon (AMZN)

View all positions for COFG Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation
Fil
Lido Advisors

View all funds holding iShares S&P 500 Growth Index