Lakeshore Financial Planning »

iShares S&P 500 Growth Index shares owned by Lakeshore Financial Planning

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

Historical chart of Lakeshore Financial 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 Lakeshore Financial Planning 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 Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 22k 120.72
2025-06-30 $2.4M 22k 110.10
2025-03-31 $1.2M 13k 92.83
2024-12-31 $1.1M 11k 101.53
2024-09-30 $782k 8.2k 95.75

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore Financial Planning

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