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iShares S&P 500 Growth Index shares owned by FSC Wealth Advisors

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

Historical chart of FSC Wealth Advisors 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 FSC Wealth Advisors 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 FSC Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 38k 95.75
2022-09-30 $71k 1.2k 57.91
2022-06-30 $74k 1.2k 60.36

More positions owned by FSC Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vaneck Etf Trust Gold Miners Etf (GDX)
Vanguard World Mega Grwth Ind (MGK)

View all positions for FSC Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index