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iShares S&P 500 Growth Index shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial 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 Portland Financial 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 2.2k 123.26
2025-09-30 $394k 3.3k 120.72
2025-06-30 $359k 3.3k 110.10
2025-03-31 $303k 3.3k 92.83

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Omega Healthcare Investors (OHI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Series Trust State Street Spd (SPSB)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust State Street Spd (FLRN)
Spdr Series Trust State Street Spd (LGLV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust State Street Spd (CWB)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Portland Financial Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
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
Fil

View all funds holding iShares S&P 500 Growth Index