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iShares S&P 500 Growth Index shares owned by Copperleaf Capital

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

Historical chart of Copperleaf Capital 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 Copperleaf Capital 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 Copperleaf Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.1M 33k 92.54
2024-03-31 $220k 2.6k 84.45
2023-12-31 $933k 12k 75.10
2023-09-30 $805k 12k 68.42

More positions owned by Copperleaf Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Bitcoin Tr SHS (IBIT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Copperleaf Capital

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index