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iShares S&P 500 Growth Index shares owned by Morling Financial Advisors

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

Historical chart of Morling Financial 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 Morling Financial Advisors 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 Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 234 95.75
2024-06-30 $22k 234 92.54
2024-03-31 $20k 234 84.44
2023-12-31 $18k 234 75.10
2023-09-30 $16k 234 68.42
2023-06-30 $17k 234 70.48
2023-03-31 $15k 234 63.89

More positions owned by Morling Financial Advisors

Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Coinbase Global Com Cl A (COIN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)

View all positions for Morling Financial Advisors

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