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iShares S&P 500 Growth Index shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 12k 123.26
2025-09-30 $1.2M 9.7k 121.12
2025-06-30 $1.4M 12k 110.40
2025-03-31 $4.9M 52k 94.35
2024-12-31 $216k 2.1k 103.07

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Microsoft Corporation (MSFT)
Ishares Tr Shrt Nat Mun Etf (SUB)
NVIDIA Corporation (NVDA)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Cardinal Health (CAH)
Vanguard World Inf Tech Etf (VGT)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Johnson & Johnson (JNJ)

View all positions for Gwn Securities

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Raymond James Financial
M^T Bank Corporation
Fil
Lido Advisors

View all funds holding iShares S&P 500 Growth Index