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iShares S&P 500 Growth Index shares owned by James J. Burns & Company

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by James J. Burns & Company from 13F filings

Historical chart of James J. Burns & Company 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 James J. Burns & Company 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 James J. Burns & Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 2.3k 120.72
2025-06-30 $259k 2.4k 110.10

More positions owned by James J. Burns & Company

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
T Rowe Price Etf Us Equity Resear (TSPA)
Vanguard World Mega Cap Val Etf (MGV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for James J. Burns & Company

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