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iShares S&P 500 Growth Index shares owned by Fundamentun

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

Historical chart of Fundamentun 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 Fundamentun 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 Fundamentun

Quarter filed Position value Share count Share price at filing
2024-03-31 $332k 3.9k 84.45
2022-03-31 $222k 2.9k 76.37
2021-12-31 $307k 3.7k 83.67

More positions owned by Fundamentun

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Alps Etf Tr Smith Core Plus (SMTH)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Currncy Int Eq (DDWM)

View all positions for Fundamentun

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index