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iShares S&P 500 Growth Index shares owned by Expressive Wealth

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

Historical chart of Expressive Wealth 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 Expressive Wealth 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 Expressive Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 18k 123.26

More positions owned by Expressive Wealth

Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)

View all positions for Expressive Wealth

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
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
Fil

View all funds holding iShares S&P 500 Growth Index