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iShares S&P 500 Growth Index shares owned by Grey Fox Wealth Advisors

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

Historical chart of Grey Fox 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 Grey Fox Wealth Advisors 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 Grey Fox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $262k 3.1k 84.43
2023-12-31 $240k 3.2k 75.10
2023-03-31 $129k 2.0k 63.88
2022-12-31 $100k 1.7k 58.50

More positions owned by Grey Fox Wealth Advisors

Vanguard Value ETF Etf (VTV)
Vanguard Growth ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
iShares Core US Aggregate Bond ETF Etf (AGG)
Vanguard Small Cap Value ETF Etf (VBR)
Vanguard Short Term Cor BD ETF IV Etf (VCSH)
Vanguard Mid Cap ETF IV Etf (VO)
SPDR S&P 600 Small Cap Growth ETF Etf (SLYG)
Vanguard Real Estate ETF Etf (VNQ)
Apple Common Stock (AAPL)
SPDR Index Shares Emerg Markt ETF IV Etf (SPEM)
Vanguard Target Retirement 2045 Inv Fund Mutual Fund (VTIVX)
iShares Broad Usd HG YLD CRP BND ETF Etf (USHY)
Vanguard Target Retirement 2040 Inv Fund Mutual Fund (VFORX)
Schwab US Large Cap Value ETF Etf (SCHV)

View all positions for Grey Fox Wealth Advisors

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
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding iShares S&P 500 Growth Index