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iShares S&P 500 Growth Index shares owned by Fortitude Advisory Group

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

Historical chart of Fortitude Advisory Group 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 Fortitude Advisory Group 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 Fortitude Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $229k 1.9k 120.72
2025-06-30 $209k 1.9k 110.10
2022-03-31 $153k 2.0k 76.46
2021-12-31 $160k 1.9k 83.51

More positions owned by Fortitude Advisory Group

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ftai Aviation SHS (FTAI)
A2z Cust2mate Solutions Corp (AZ)
Costco Wholesale Corporation (COST)
Paccar (PCAR)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Fortitude Advisory Group

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