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iShares S&P 500 Growth Index shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth 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 Fullcircle Wealth 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 Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 28k 97.66
2024-06-30 $2.6M 29k 90.01

More positions owned by Fullcircle Wealth

United Parcel Service CL B (UPS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Snowflake Cl A (SNOW)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Unilever Spon Adr New (UL)
Spdr Ser Tr Bloomberg High Y (JNK)
Texas Instruments Incorporated (TXN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Fullcircle Wealth

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