ORG Partners »

iShares S&P 500 Growth Index shares owned by ORG Partners

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

Historical chart of ORG Partners 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 ORG Partners 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 ORG Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $543k 5.7k 95.74
2024-06-30 $692k 7.4k 93.23
2023-12-31 $405k 5.4k 75.10
2023-09-30 $163k 2.4k 68.41
2023-06-30 $374k 5.3k 70.49

More positions owned by ORG Partners

Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)
Vanguard Index Fds S&p 500 Etf Equity (VOO)
Aptus Collared Inv Uit Exchange Traded (ACIO)
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishares Core S&p 500 Uit Exchange Traded (IVV)
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)
Aptus Drawdown Managed Uit Exchange Traded (ADME)
Aptus Enhanced Yield Uit Exchange Traded (JUCY)
Ishares Total Us Uit Exchange Traded (ITOT)
Apple Equity (AAPL)
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)

View all positions for ORG Partners

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index