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iShares S&P 500 Growth Index shares owned by Maxwell Wealth Strategies

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

Historical chart of Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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 Maxwell Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.1M 76k 92.54
2024-03-31 $4.0M 46k 86.42

More positions owned by Maxwell Wealth Strategies

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Eaton Corp SHS (ETN)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr U.s. Tech Etf (IYW)
First Tr Exchange Traded Consumr Staple (FXG)
Trane Technologies SHS (TT)
Home Depot (HD)

View all positions for Maxwell Wealth Strategies

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
Jones Financial Companies, L.L
Goldman Sachs Group
UBS Group
Stifel Financial
Ameriprise Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services

View all funds holding iShares S&P 500 Growth Index