IAG Wealth Partners »

iShares S&P 500 Growth Index shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $44k 455 95.75
2024-06-30 $68k 735 92.54
2024-03-31 $62k 735 84.44
2023-12-31 $61k 810 75.10

More positions owned by IAG Wealth Partners

Spdr Portfolio MF Closed and MF Open (SPLG)
Spdr Portfolio MF Closed and MF Open (SPDW)
Wisdomtree U S MF Closed and MF Open (DLN)
Goldman Sachs MF Closed and MF Open (GSLC)
New York Life MF Closed and MF Open (MMIT)
Wisdomtree U S MF Closed and MF Open (DON)
Ishares Core MF Closed and MF Open (IVV)
Goldman Sachs MF Closed and MF Open (GSIE)
Invesco Large MF Closed and MF Open (PWV)
Vanguard Growth MF Closed and MF Open (VUG)
Jp Morgan MF Closed and MF Open (JMUB)
Vaneck Natural MF Closed and MF Open (HAP)
Ishares Morningstar MF Closed and MF Open (IMCG)
Spdr Portfolio MF Closed and MF Open (SPTM)
Hartford Schroders MF Closed and MF Open (HTAB)

View all positions for IAG Wealth Partners

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