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

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

Historical chart of Connecticut 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 Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $47M 389k 120.72
2025-06-30 $43M 389k 110.10
2025-03-31 $37M 395k 92.83
2024-12-31 $43M 424k 101.53
2024-09-30 $42M 440k 95.75
2024-06-30 $41M 440k 92.54
2024-03-31 $40M 469k 84.44
2023-12-31 $35M 471k 75.10
2023-09-30 $33M 476k 68.42
2023-06-30 $34M 485k 70.48
2023-03-31 $31M 489k 63.89
2022-12-31 $29M 489k 58.50
2022-09-30 $28M 489k 57.85
2022-06-30 $30M 494k 60.35
2022-03-31 $38M 493k 76.38
2021-12-31 $41M 493k 83.67
2021-09-30 $39M 531k 73.91
2021-06-30 $40M 549k 72.73
2021-03-31 $46M 652k 70.93
2020-12-31 $38M 595k 63.82
2020-09-30 $35M 153k 231.08
2020-06-30 $33M 157k 207.49
2020-03-31 $29M 173k 165.05
2019-12-31 $34M 174k 193.64
2019-09-30 $32M 176k 180.03
2019-06-30 $31M 171k 179.24
2019-03-31 $336k 2.0k 172.22
2018-12-31 $297k 2.0k 150.68
2018-09-30 $366k 2.1k 177.67
2018-06-30 $337k 2.1k 163.59
2018-03-31 $312k 2.1k 151.46
2017-12-31 $325k 2.1k 157.77
2017-09-30 $323k 2.2k 145.36
2017-06-30 $311k 2.3k 137.37
2017-03-31 $297k 2.3k 131.18
2016-12-31 $282k 2.3k 124.56
2016-09-30 $265k 2.2k 121.00

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Raytheon Technologies Corp (RTX)

View all positions for Connecticut 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