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iShares S&P 500 Growth Index shares owned by Hershey Financial Advisers

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

Historical chart of Hershey Financial Advisers 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 Hershey Financial Advisers 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 Hershey Financial Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $489k 4.1k 120.72
2024-12-31 $497k 4.9k 101.53
2024-06-30 $669k 7.2k 92.54

More positions owned by Hershey Financial Advisers

Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Tr Conv Bd Etf (ICVT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Short Treas Bd (SHV)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Warner Bros Discovery Com Ser A (WBD)
Applied Materials (AMAT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Allstate Corporation (ALL)

View all positions for Hershey Financial Advisers

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index