Lokken Investment Group »

iShares S&P 500 Growth Index shares owned by Lokken Investment Group

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

Historical chart of Lokken Investment 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 Lokken Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Lokken Investment Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $317k 3.4k 92.54

More positions owned by Lokken Investment Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Natixis Etf Tr Gateway Quality (GQI)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eli Lilly & Co. (LLY)

View all positions for Lokken Investment Group

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Goldman Sachs Group
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
M^T Bank Corporation
Park Avenue Securities
Mariner Wealth Advisors

View all funds holding iShares S&P 500 Growth Index