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

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

Historical chart of LiftPoint Family 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 LiftPoint Family 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 LiftPoint Family Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.9M 78k 113.11

More positions owned by LiftPoint Family Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Ishares Tr Long Term Muni (LMUB)
Ishares Tr National Mun Etf (MUB)
Blackrock Etf Trust Ishares Large Ca (BLCR)
Apple (AAPL)
Ishares Tr Msci Usa Mmentm (MTUM)

View all positions for LiftPoint Family Wealth Advisors

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
M^T Bank Corporation
Raymond James Financial

View all funds holding iShares S&P 500 Growth Index