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iShares S&P 500 Growth Index shares owned by Jacksonville Wealth Management

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

Historical chart of Jacksonville Wealth Management 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 Jacksonville Wealth Management 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 Jacksonville Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $214k 1.9k 113.11

More positions owned by Jacksonville Wealth Management

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)
NVIDIA Corporation (NVDA)
Ishares Tr Russell 2000 Etf (IWM)
Doubleline Etf Trust Securitized Cred (DSCO)
Spdr Series Trust State Street Spd (SPMD)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Deere & Company (DE)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Grwth Etf (EFG)
Amazon (AMZN)

View all positions for Jacksonville Wealth Management

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index