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iShares S&P 500 Growth Index shares owned by Fortis Capital Management

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

Historical chart of Fortis Capital 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 Fortis Capital 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 Fortis Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $367k 3.8k 95.74
2024-06-30 $549k 5.9k 92.54
2024-03-31 $661k 7.8k 84.44

More positions owned by Fortis Capital Management

Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Apple (AAPL)
Broadcom (AVGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Tips Etf (SCHP)
Meta Platforms Cl A (META)

View all positions for Fortis Capital Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index