Financial Advocates Investment Management »

iShares S&P 500 Growth Index shares owned by Financial Advocates Investment Management

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

Historical chart of Financial Advocates 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 Financial Advocates 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 Financial Advocates Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 25k 120.72
2025-06-30 $18M 161k 110.10
2025-03-31 $20M 215k 92.83
2024-12-31 $17M 169k 101.51
2024-09-30 $17M 190k 88.16
2024-06-30 $22M 240k 92.54
2024-03-31 $16M 184k 85.03
2023-12-31 $14M 184k 75.60
2023-09-30 $13M 216k 60.12
2023-06-30 $17M 235k 70.48
2023-03-31 $15M 241k 63.89
2022-12-31 $14M 243k 58.50
2022-09-30 $9.5M 165k 57.85
2022-06-30 $15M 253k 60.35
2022-03-31 $15M 197k 76.38
2021-12-31 $14M 172k 83.65
2021-09-30 $15M 203k 73.91
2021-06-30 $12M 162k 73.02
2021-03-31 $14M 211k 65.11
2020-12-31 $12M 182k 65.91
2020-09-30 $13M 56k 231.06
2020-06-30 $7.2M 37k 192.92
2020-03-31 $6.6M 40k 165.04
2019-12-31 $8.8M 46k 193.64
2019-09-30 $8.1M 45k 180.02
2019-06-30 $7.9M 44k 179.23
2019-03-31 $8.9M 52k 172.35
2018-12-31 $2.0M 70k 28.43
2018-09-30 $4.9M 58k 85.11
2018-06-30 $10M 64k 163.13
2018-03-31 $10M 65k 155.06
2017-12-31 $9.0M 59k 152.76

More positions owned by Financial Advocates Investment Management

Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core 80/20 Aggre (AOA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Ishares Tr Core 40/60 Moder (AOM)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)

View all positions for Financial Advocates Investment Management

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