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iShares S&P 500 Growth Index shares owned by Davidson Trust

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

Historical chart of Davidson Trust 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 Davidson Trust 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 Davidson Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $263k 2.6k 101.53
2024-09-30 $248k 2.6k 95.75
2024-06-30 $227k 2.5k 92.54
2024-03-31 $207k 2.5k 84.44
2021-12-31 $205k 2.5k 83.47

More positions owned by Davidson Trust

Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Abbvie Equities (ABBV)
Costco Wholesale Corp Equities (COST)
Abbott Laboratories Equities (ABT)
Ishares Core S&p 500 Equities (IVV)
Exxon Mobil Corp Equities (XOM)
Vanguard Value Etf Equities (VTV)
Ishares Russell Mid-cap Equities (IWR)
Vanguard Growth Etf Equities (VUG)
Chevron Corp Equities (CVX)
Johnson And Johnson Equities (JNJ)
Procter & Gamble Equities (PG)
Jpmorgan Chase & Co Equities (JPM)
Vanguard High Dividend Yield Et Equities (VYM)

View all positions for Davidson Trust

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index