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iShares S&P 500 Growth Index shares owned by Evelyn Partners Investment Management

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

Historical chart of Evelyn Partners Investment 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 Evelyn Partners Investment 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 Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 285 120.72
2025-06-30 $31k 285 110.10

More positions owned by Evelyn Partners Investment Management

CRH Ord (CRH)
First Tr Exchange-traded Wtr Etf (FIW)
Spdr Gold Tr Gold Shs (GLD)
Ishares Msci World Etf (URTH)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard World Inf Tech Etf (VGT)
Spdr Series Trust S&p Divid Etf (SDY)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)

View all positions for Evelyn Partners Investment Management

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