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

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

Historical chart of CWC 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 CWC 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 CWC Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 34k 120.72
2025-06-30 $5.7M 52k 110.10
2025-03-31 $4.1M 45k 92.83

More positions owned by CWC Advisors

Broadcom (AVGO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Apple (AAPL)
Vaneck Etf Trust Clo Etf (CLOI)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Extended Dur (EDV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Goldman Sachs (GS)
Blackstone Secd Lending Common Stock (BXSL)

View all positions for CWC Advisors

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