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iShares S&P 500 Growth Index shares owned by Lantz Financial

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

Historical chart of Lantz Financial 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 Lantz Financial 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 Lantz Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 53k 95.75
2024-06-30 $4.8M 52k 92.54
2024-03-31 $2.9M 34k 84.44
2023-12-31 $932k 12k 75.10
2023-09-30 $735k 11k 68.42

More positions owned by Lantz Financial

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Microsoft Corporation (MSFT)
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Vanguard Index Fds Total Stk Mkt (VTI)
Innovator Etfs Trust Intrnl Dev July (IJUL)
Apple (AAPL)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Federated Hermes Etf Trust Us Strategic Div (FDV)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation (NVDA)

View all positions for Lantz Financial

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
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index