Eclectic Associates »

iShares S&P 500 Growth Index shares owned by Eclectic Associates

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

Historical chart of Eclectic Associates 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 Eclectic Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Eclectic Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 52k 120.72
2025-06-30 $6.4M 58k 110.10
2025-03-31 $5.8M 63k 92.83
2024-12-31 $6.4M 63k 101.53

More positions owned by Eclectic Associates

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Short Duration F (DFSD)
Pimco Etf Tr Active Bd Etf (BOND)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Intl Small Cap E (DFIS)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Eclectic Associates

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