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iShares S&P 500 Growth Index shares owned by Premier Path Wealth Partners

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

Historical chart of Premier Path Wealth Partners 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 Premier Path Wealth Partners 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 Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 1.9k 120.72
2025-06-30 $215k 2.0k 110.10
2024-12-31 $206k 2.0k 101.53
2024-09-30 $212k 2.2k 95.75

More positions owned by Premier Path Wealth Partners

Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Amazon (AMZN)
Ishares Tr Msci Acwi Ex Us (ACWX)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core Div Grwth (DGRO)
Meta Platforms Cl A (META)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Communication (XLC)

View all positions for Premier Path Wealth Partners

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