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iShares S&P 500 Growth Index shares owned by Montz Harcus Wealth Management

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

Historical chart of Montz Harcus Wealth Management 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 Montz Harcus Wealth Management 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 Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $258k 2.5k 101.54
2024-09-30 $243k 2.5k 95.74
2024-06-30 $214k 2.3k 92.54

More positions owned by Montz Harcus Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Meta Platforms Cl A (META)

View all positions for Montz Harcus Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index