Francis Financial »

iShares S&P 500 Growth Index shares owned by Francis Financial

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

Historical chart of Francis Financial 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 Francis Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Francis Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $500k 5.2k 95.76
2024-06-30 $484k 5.2k 92.55
2024-03-31 $415k 4.9k 84.45
2023-12-31 $206k 2.7k 75.11

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust International (DFSI)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Ishares Tr Msci Kld400 Soc (DSI)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
Ishares Tr New York Mun Etf (NYF)

View all positions for Francis Financial

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