Great Point Wealth Advisors »

iShares S&P 500 Growth Index shares owned by Great Point Wealth Advisors

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

Historical chart of Great Point Wealth Advisors 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 Great Point Wealth Advisors 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 Great Point Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 37k 101.53
2024-09-30 $3.5M 37k 95.75
2024-06-30 $3.4M 37k 92.54
2024-03-31 $3.1M 37k 84.44
2023-12-31 $2.7M 37k 75.10
2023-09-30 $2.5M 37k 68.42
2023-06-30 $2.6M 37k 70.48
2023-03-31 $2.3M 37k 63.89
2022-12-31 $2.1M 37k 58.50
2022-09-30 $2.1M 37k 57.85
2022-06-30 $2.2M 37k 60.34
2022-03-31 $2.8M 37k 76.37
2021-12-31 $3.1M 37k 83.66
2021-09-30 $2.7M 37k 73.91
2021-06-30 $2.7M 37k 72.73
2021-03-31 $2.4M 37k 65.11
2020-12-31 $2.3M 37k 63.79
2020-09-30 $1.9M 9.1k 207.39
2020-06-30 $1.9M 9.1k 207.39
2020-03-31 $1.5M 9.1k 164.97
2019-12-31 $1.8M 9.1k 193.58
2019-09-30 $1.6M 9.1k 179.98
2019-06-30 $1.6M 9.1k 179.22
2019-03-31 $1.6M 9.6k 172.30
2018-12-31 $1.4M 9.6k 150.63

More positions owned by Great Point Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Bright Horizons Fam Sol In D (BFAM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Great Point Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index