Market Street Wealth Management Advisors »

iShares S&P 500 Growth Index shares owned by Market Street Wealth Management Advisors

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

Historical chart of Market Street Wealth Management 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 Market Street Wealth Management Advisors 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 Market Street Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 17k 84.44
2023-12-31 $1.4M 18k 75.10
2023-09-30 $1.4M 21k 68.42
2023-06-30 $1.3M 19k 70.48
2023-03-31 $1.2M 19k 63.89
2022-12-31 $1.2M 20k 58.50
2022-09-30 $1.2M 21k 57.86
2022-06-30 $1.3M 22k 60.34
2022-03-31 $1.7M 22k 76.36
2021-12-31 $1.8M 22k 83.66
2021-09-30 $1.6M 22k 73.89
2021-06-30 $1.6M 22k 72.74
2021-03-31 $1.5M 22k 65.09
2020-12-31 $1.5M 24k 63.81
2020-09-30 $1.4M 5.9k 231.00
2020-06-30 $1.2M 5.9k 207.46
2020-03-31 $1.2M 7.1k 165.10
2019-12-31 $1.4M 7.2k 193.66
2019-09-30 $1.3M 7.4k 180.06
2019-06-30 $1.4M 7.7k 183.93
2019-03-31 $1.4M 8.0k 172.34
2018-12-31 $1.2M 8.1k 150.67

More positions owned by Market Street Wealth Management Advisors

Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Market Street Wealth Management Advisors

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
Pnc Financial Services
M^T Bank Corporation
CWM
Envestnet Portfolio Solutions
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index