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iShares S&P 500 Growth Index shares owned by Coordinated Financial Services

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

Historical chart of Coordinated Financial Services 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 Coordinated Financial Services 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 Coordinated Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 1.6k 123.26
2024-12-31 $210k 2.1k 101.53

More positions owned by Coordinated Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)

View all positions for Coordinated Financial Services

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
Cetera Investment Advisers
BlackRock
Raymond James Financial
M^T Bank Corporation
Fil
Lido Advisors

View all funds holding iShares S&P 500 Growth Index