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iShares S&P 500 Growth Index shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies 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 Precision Wealth Strategies 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 Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 1.5k 137.53

More positions owned by Precision Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Micron Technology (MU)
Marriott Intl Cl A (MAR)
Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Western Digital (WDC)
Sandisk Corp (SNDK)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Corning Incorporated (GLW)
Caterpillar (CAT)
Lam Research Corp Com New (LRCX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)

View all positions for Precision Wealth Strategies

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Stifel Financial
Ameriprise Financial
Pnc Financial Services
Cetera Investment Advisers
CWM
BlackRock
Raymond James Financial
Goldman Sachs Group

View all funds holding iShares S&P 500 Growth Index