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

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

Historical chart of Perennial Investment 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 Investment 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $752k 11k 68.42
2023-06-30 $650k 9.2k 70.48
2023-03-31 $622k 9.7k 63.89
2022-12-31 $565k 9.7k 58.50
2022-09-30 $298k 5.2k 57.81
2022-06-30 $312k 5.2k 60.52
2022-03-31 $394k 5.2k 76.43
2021-12-31 $430k 5.2k 83.41

More positions owned by Perennial Investment Advisors

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Efficient Cor (NTSX)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Perennial Investment Advisors

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding iShares S&P 500 Growth Index