Global Assets Advisory »

iShares S&P 500 Growth Index shares owned by Global Assets Advisory

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

Historical chart of Global Assets Advisory 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 Global Assets Advisory 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 Global Assets Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $269k 2.8k 94.41
2024-06-30 $431k 4.7k 92.54
2024-03-31 $2.6M 219k 11.82

More positions owned by Global Assets Advisory

Apple (AAPL)
Exxon Mobil Corporation (XOM)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Ishares Tr Pfd And Incm Sec (PFF)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Qualcomm (QCOM)

View all positions for Global Assets Advisory

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
UBS Group
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Jones Financial Companies, L.L
Envestnet Portfolio Solutions
Pnc Financial Services
CWM
BlackRock

View all funds holding iShares S&P 500 Growth Index