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iShares S&P 500 Growth Index shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth 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 Navis Wealth 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 Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 17k 75.10
2023-09-30 $1.1M 17k 68.42
2023-06-30 $1.2M 17k 70.48
2023-03-31 $1.1M 17k 63.89
2022-12-31 $1.1M 19k 58.50

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Kla Corp Com New (KLAC)
Zscaler Incorporated (ZS)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Proshares Tr S&p 500 Dv Arist (NOBL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Ins Etf (KIE)
FedEx Corporation (FDX)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr U.s. Bas Mtl Etf (IYM)
Regeneron Pharmaceuticals (REGN)

View all positions for Navis Wealth 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
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index