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iShares S&P 500 Growth Index shares owned by Gibbs Wealth Management

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

Historical chart of Gibbs Wealth Management 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 Gibbs Wealth Management 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 Gibbs Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 2.5k 120.72
2025-03-31 $291k 3.1k 92.83
2024-12-31 $236k 2.3k 101.53

More positions owned by Gibbs Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)
Amazon (AMZN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Gibbs Wealth Management

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