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iShares S&P 500 Growth Index shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth 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 Falcon Wealth 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 1.8k 113.10

More positions owned by Falcon Wealth Planning

Karman Hldgs Common Stock (KRMN)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Falcon Wealth Planning

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Raymond James Financial
Goldman Sachs Group
M^T Bank Corporation
Park Avenue Securities
Lido Advisors

View all funds holding iShares S&P 500 Growth Index