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

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

Historical chart of Dwr 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 Dwr 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 Dwr Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $206k 1.5k 135.60

More positions owned by Dwr Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Dwr Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Goldman Sachs Group
M^T Bank Corporation
Raymond James Financial

View all funds holding iShares S&P 500 Growth Index