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iShares S&P 500 Growth Index shares owned by Financial Advisory Service

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

Historical chart of Financial Advisory Service 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 Financial Advisory Service 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 Financial Advisory Service

Quarter filed Position value Share count Share price at filing
2025-09-30 $22M 180k 120.72
2025-06-30 $20M 182k 110.10
2025-03-31 $17M 181k 92.83
2024-12-31 $19M 188k 101.53
2024-09-30 $18M 192k 95.75
2024-06-30 $18M 196k 92.54
2024-03-31 $17M 202k 84.44
2023-12-31 $16M 207k 75.10
2023-09-30 $14M 211k 68.42
2023-06-30 $15M 218k 70.48
2023-03-31 $14M 223k 63.89
2022-12-31 $14M 232k 58.50
2022-09-30 $13M 223k 57.85
2022-06-30 $14M 231k 60.35
2022-03-31 $17M 223k 76.38
2021-12-31 $18M 219k 83.67
2021-09-30 $17M 228k 73.91
2021-06-30 $17M 232k 72.73
2021-03-31 $15M 236k 65.11
2020-12-31 $15M 238k 63.82
2020-09-30 $16M 70k 231.09
2020-06-30 $16M 75k 207.48
2020-03-31 $12M 75k 165.05
2019-12-31 $15M 79k 193.64
2019-09-30 $14M 78k 180.03
2019-06-30 $14M 79k 179.24
2019-03-31 $13M 77k 172.37
2018-12-31 $12M 77k 150.67
2018-09-30 $13M 71k 177.17
2018-06-30 $11M 70k 162.61
2018-03-31 $11M 73k 155.07
2017-12-31 $27M 179k 152.77
2017-09-30 $25M 177k 143.42
2017-06-30 $24M 175k 136.85
2017-03-31 $23M 171k 131.52
2016-12-31 $18M 144k 121.79
2016-09-30 $17M 135k 121.66
2016-06-30 $12M 107k 116.58
2016-03-31 $9.8M 85k 115.89
2015-12-31 $9.5M 82k 115.80
2015-09-30 $8.7M 80k 107.80
2015-06-30 $10M 90k 113.86
2015-03-31 $9.3M 81k 113.95
2014-12-31 $9.0M 81k 111.60
2014-09-30 $8.8M 82k 106.82
2014-06-30 $8.3M 79k 105.18
2014-03-31 $389k 3.9k 99.74

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J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Morningstar Grwt (ILCG)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
NVIDIA Corporation (NVDA)
Corcept Therapeutics Incorporated (CORT)
Microsoft Corporation (MSFT)
Pgim Etf Tr Total Return Bon (PTRB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Financial Advisory Service

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