Lockerman Financial Group »

iShares S&P 500 Growth Index shares owned by Lockerman Financial Group

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

Historical chart of Lockerman Financial Group 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 Lockerman Financial Group 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 Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $498k 4.0k 123.26
2025-09-30 $407k 3.4k 120.72
2025-06-30 $356k 3.2k 110.10
2025-03-31 $281k 3.0k 92.83
2022-03-31 $229k 3.0k 76.38

More positions owned by Lockerman Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ssga Active Tr State Street Us (XLSR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ssga Active Tr State Street Fix (FISR)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Masimo Corporation (MASI)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
J P Morgan Exchange Traded F Global Sel Equit (JGLO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPSM)

View all positions for Lockerman Financial Group

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