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iShares S&P 500 Growth Index shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors 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 Lantern Wealth Advisors 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 Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.0M 10k 101.54
2024-09-30 $986k 10k 95.75
2024-06-30 $623k 6.7k 92.54
2024-03-31 $446k 5.3k 84.46

More positions owned by Lantern Wealth Advisors

Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Blackstone Group Inc Com Cl A (BX)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Inv Cp Etf (LQD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Div Grwth (DGRO)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust World Ex Us Core (DFAX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Lantern Wealth Advisors

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
UBS Group
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Jones Financial Companies, L.L
Envestnet Portfolio Solutions
Pnc Financial Services
CWM
BlackRock

View all funds holding iShares S&P 500 Growth Index