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

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

Historical chart of Oak 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 Oak 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $489k 4.3k 113.11
2025-12-31 $638k 5.2k 123.26
2025-09-30 $625k 5.2k 120.72
2025-06-30 $570k 5.2k 110.10

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Equity Market (DFUS)
Pimco Etf Tr Multisector Bd (PYLD)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Intermediate Trm (VTEI)

View all positions for Oak Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index