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

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

Historical chart of Jamison Private 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 Jamison Private 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 Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $9.4M 69k 137.53
2023-09-30 $1.2k 17 68.47

More positions owned by Jamison Private Wealth Management

Applied Materials (AMAT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Caterpillar (CAT)
Advanced Micro Devices (AMD)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Vulcan Materials Company (VMC)
Johnson & Johnson (JNJ)
United Parcel Svcs Call Call Option (Principal) (UPS)
Corning Incorporated (GLW)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)

View all positions for Jamison Private 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
Goldman Sachs Group
Raymond James Financial
Lido Advisors

View all funds holding iShares S&P 500 Growth Index