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iShares S&P 500 Growth Index shares owned by Etesian Wealth Advisors

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

Historical chart of Etesian Wealth Advisors 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 Etesian Wealth Advisors 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 Etesian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 2.2k 120.72

More positions owned by Etesian Wealth Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Us Quality Grow (QGRW)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Portfolio S&p500 (SPLG)

View all positions for Etesian Wealth Advisors

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