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iShares S&P 500 Growth Index shares owned by First Heartland Consultants

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

Historical chart of First Heartland Consultants 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 First Heartland Consultants 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 First Heartland Consultants

Quarter filed Position value Share count Share price at filing
2025-09-30 $25M 204k 120.72
2025-06-30 $28M 258k 110.10
2025-03-31 $16M 174k 92.83
2024-12-31 $17M 164k 101.53
2024-09-30 $27M 282k 95.75
2024-06-30 $16M 170k 92.48
2024-03-31 $12M 142k 84.44
2023-12-31 $8.9M 119k 75.10
2023-09-30 $20M 286k 68.42
2023-06-30 $13M 191k 70.48
2023-03-31 $1.7M 27k 63.89
2022-12-31 $1.6M 27k 58.50
2022-09-30 $1.6M 28k 57.84
2022-06-30 $1.7M 28k 60.33
2022-03-31 $2.3M 31k 73.17
2021-12-31 $13M 158k 83.67
2021-09-30 $3.2M 43k 73.91
2021-06-30 $2.1M 28k 72.72
2021-03-31 $1.8M 28k 65.11
2020-12-31 $4.4M 69k 63.83
2020-09-30 $4.3M 19k 231.08
2020-06-30 $5.0M 24k 207.51
2020-03-31 $3.3M 20k 165.04
2019-12-31 $7.5M 39k 193.65
2019-09-30 $6.8M 38k 180.03
2019-06-30 $6.3M 35k 179.24
2019-03-31 $5.0M 29k 172.35
2018-12-31 $4.7M 31k 150.67
2018-09-30 $5.4M 30k 177.17
2018-06-30 $4.7M 29k 162.60
2018-03-31 $3.9M 25k 155.08
2017-12-31 $5.8M 38k 152.77
2017-09-30 $5.6M 39k 143.43
2017-06-30 $5.3M 38k 136.86
2017-03-31 $1.2M 9.2k 131.50
2016-12-31 $1.3M 11k 121.79
2016-09-30 $3.6M 30k 121.64
2016-06-30 $3.2M 28k 116.59
2016-03-31 $5.5M 48k 115.89
2015-12-31 $5.7M 50k 115.80
2015-09-30 $2.1M 19k 107.78
2015-06-30 $1.9M 17k 113.83
2015-03-31 $1.4M 13k 113.93
2014-12-31 $3.3M 29k 111.61
2014-09-30 $2.2M 21k 106.80
2014-06-30 $537k 5.1k 105.17
2014-03-31 $2.8M 28k 99.86
2013-09-30 $322k 3.6k 90.22
2013-06-30 $432k 5.1k 84.08
2013-03-31 $408k 5.0k 82.01
2012-12-31 $662k 8.7k 75.75
2012-09-30 $758k 9.9k 76.63
2012-06-30 $1.2M 17k 73.49
2012-03-31 $268k 3.5k 75.90
2011-12-31 $537k 8.0k 67.39
2011-09-30 $3.8M 260k 14.76
2011-06-30 $8.8M 613k 14.39
2011-03-31 $5.7M 395k 14.35

More positions owned by First Heartland Consultants

Etf Ser Solutions Aptus Collared (ACIO)
Spdr Series Trust Portfolio Lr Etf (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Unit Ser 1 S&p (SPY)
Etf Ser Solutions Aptus Defined (DRSK)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Bd Index Short Trm Bond (BSV)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Ishares S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for First Heartland Consultants

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