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iShares S&P 500 Growth Index shares owned by Gray Private Wealth

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

Historical chart of Gray Private 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 Gray Private 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 Gray Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 39k 95.75
2024-06-30 $3.7M 40k 92.54
2024-03-31 $3.5M 41k 84.44

More positions owned by Gray Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Real Estate Etf (VNQ)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core High Dv Etf (HDV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Ishares Tr U.s. Real Es Etf (IYR)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)

View all positions for Gray Private 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