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iShares S&P 500 Growth Index shares owned by Pinnacle Wealth Management Advisory

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

Historical chart of Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory 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 Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $581k 4.8k 120.72
2025-06-30 $530k 4.8k 110.10
2025-03-31 $435k 4.7k 92.83
2024-12-31 $656k 6.5k 101.53
2021-12-31 $214k 2.6k 83.56

More positions owned by Pinnacle Wealth Management Advisory

Apple (AAPL)
Vanguard US Total Stock Market Etf (VTI)
iShares MSCI USA Quality Etf (QUAL)
Microsoft Corporation (MSFT)
Vanguard High Div Yield ETF Etf (VYM)
Vanguard Small-Cap ETF Etf (VB)
Invesco QQQ Trust Series I Etf (QQQ)
SPDR S&P 500 ETF Tr Etf (SPY)
Vanguard FTSE All World Ex US Etf (VEU)
iShares Core S&P 500 Index Fun Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard FTSE Developed Market Etf (VEA)
JPMorgan Equity Premium ETF Etf (JEPI)
iShares Core S&P S/C ETF Etf (IJR)
iShares Tr S&P Midcap 400 Etf (IJH)

View all positions for Pinnacle Wealth Management Advisory

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