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

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

Historical chart of Emerson 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 Emerson 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 Emerson Wealth Management

Quarter filed Position value Share count Share price at filing
2022-06-30 $47k 772 60.88
2022-03-31 $59k 772 76.42
2021-12-31 $65k 772 84.20
2021-09-30 $57k 772 73.83
2021-06-30 $56k 772 72.54
2021-03-31 $50k 772 64.77

More positions owned by Emerson Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr National Mun Etf (MUB)

View all positions for Emerson Wealth Management

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