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iShares S&P 500 Growth Index shares owned by Mosaic Advisors

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

Historical chart of Mosaic 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 Mosaic 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 Mosaic Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $456k 4.9k 92.82
2024-12-31 $276k 2.7k 101.53

More positions owned by Mosaic Advisors

iShares Core S&P Total US Stock Mark Funds (ITOT)
Apple Common Stock (AAPL)
Conocophillips Common Stock (COP)
Vanguard Dividend Appreciation ETF Funds (VIG)
Vanguard FTSE All-World Ex-US ETF Funds (VEU)
Sherwin Williams Common Stock (SHW)
MFC iShares Trust Russell 3000 ETF Funds (IWV)
Williams Companies Common Stock (WMB)
Vanguard Total International STK ETF Funds (VXUS)
SPDR Port S&P 1500 Comps Stk Mkt ETF Funds (SPTM)
Wal-Mart Common Stock (WMT)
Vertiv Holdings Common Stock (VRT)
Vanguard Information Technology ETF Funds (VGT)
Oracle Corp Common Stock (ORCL)
Spdr S&p 500 Etf Funds (SPY)

View all positions for Mosaic Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index