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iShares S&P 500 Growth Index shares owned by Evernest Financial Advisors

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

Historical chart of Evernest Financial 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 Evernest Financial 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 Evernest Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $268k 2.2k 122.55

More positions owned by Evernest Financial Advisors

Apple (AAPL)
World Gold Tr Spdr Gld Minis (GLDM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Capital Group International SHS (CGIE)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Enhanced Intl (FENI)
Fidelity Covington Trust Fundamental Smal (FFSM)
Ishares Tr Core Msci Eafe (IEFA)
Capitol Ser Tr Fairlead Tactica (TACK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Japn Hedge Eqt (DXJ)

View all positions for Evernest Financial Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
LPL Financial
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UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Raymond James Financial
Goldman Sachs Group
M^T Bank Corporation
Lido Advisors
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Growth Index