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iShares S&P 500 Growth Index shares owned by Oregon Pacific Wealth Management

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

Historical chart of Oregon Pacific 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 Oregon Pacific 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 Oregon Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $317k 2.6k 120.72
2025-06-30 $290k 2.6k 110.10
2025-03-31 $240k 2.6k 92.83

More positions owned by Oregon Pacific Wealth Management

Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Astoria Us Quali (GQQQ)
Ea Series Trust Astoria Us Equal (ROE)
Ea Series Trust Astoria Dynamic (AGGA)
Tidal Tr Ii Ret Stckd Gl Stk (RSSB)
Spdr Series Trust Portfli Intrmdit (SPTI)
Doubleline Etf Trust Mortgage Etf (DMBS)
Spdr Series Trust Portfolio S&p500 (SPLG)
Investment Managers Ser Tr I Astoria Real (PPI)
Ishares Core Msci Emkt (IEMG)
Oracle Corporation (ORCL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Tidal Trust I Unlimited Hfgm (HFGM)

View all positions for Oregon Pacific 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