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iShares S&P 500 Growth Index shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 19k 95.75
2024-06-30 $1.1M 13k 84.44
2024-03-31 $1.1M 13k 84.44

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

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