Novak & Powell Financial Services »

iShares S&P 500 Growth Index shares owned by Novak & Powell Financial Services

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

Historical chart of Novak & Powell Financial Services 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 Novak & Powell Financial Services 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 Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 1.5k 137.53
2025-03-31 $385k 2.0k 197.12

More positions owned by Novak & Powell Financial Services

Invesco Qqq Trust Series 1 (QQQ)
Vanguard Growth Etf Growth Etf (VUG)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Value Etf Value Etf (VTV)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Berkshire Hathaway (BRK.B)
Microsoft Corporation (MSFT)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
First Trust Nasdaq-100 Technology Index Fund SHS (QTEC)
Ishares Core S&p Mid-cap Etf Core Mc (IJH)
Vanguard Short Term Cor Bd Etf Cor Mkt (BSV)

View all positions for Novak & Powell Financial Services

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index