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iShares S&P 500 Growth Index shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley 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 North Berkeley 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 92k 120.72
2025-06-30 $11M 96k 110.10
2025-03-31 $7.8M 84k 92.83
2024-12-31 $8.2M 81k 101.53

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)

View all positions for North Berkeley Wealth Management

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