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iShares S&P 500 Growth Index shares owned by Latitude Advisors

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

Historical chart of Latitude 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 Latitude 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 Latitude Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $726k 7.6k 95.75
2024-06-30 $401k 4.3k 92.54
2024-03-31 $227k 2.7k 84.44
2022-03-31 $509k 6.7k 76.36

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tyler Technologies (TYL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Latitude 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
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