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iShares S&P 500 Growth Index shares owned by Perennial Advisors

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

Historical chart of Perennial 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 Perennial 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 Perennial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 1.5k 137.53
2021-06-30 $113k 1.5k 73.00
2021-03-31 $101k 1.5k 65.25

More positions owned by Perennial Advisors

Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Amphenol Corp Cl A (APH)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
American Express Company (AXP)
Cisco Systems (CSCO)
Applied Materials (AMAT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Visa Com Cl A (V)
Mastercard Incorporated Cl A (MA)

View all positions for Perennial 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
Goldman Sachs Group
M^T Bank Corporation
Raymond James Financial

View all funds holding iShares S&P 500 Growth Index