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iShares S&P 500 Growth Index shares owned by Essential Planning

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

Historical chart of Essential Planning 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 Essential Planning 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 Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.6M 56k 99.69

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Dimensional Etf Trust Core Fixed Incom (DFCF)
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View all positions for Essential Planning

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