Newport Wealth Strategies »

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

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

Historical chart of Newport 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 Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $221k 3.0k 73.96
2021-06-30 $217k 3.0k 72.62

More positions owned by Newport Wealth Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Flexshares Tr Ready Acc Vari (RAVI)
Wisdomtree Tr Enhanced Cmdty (GCC)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Newport Wealth Strategies

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index