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

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

Historical chart of ORBA 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 ORBA 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 ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $571k 6.0k 95.75
2024-06-30 $594k 6.4k 92.54
2024-03-31 $473k 5.6k 84.44
2023-12-31 $451k 6.0k 75.10

More positions owned by ORBA Wealth Advisors

Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for ORBA Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index