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iShares S&P 500 Growth Index shares owned by Presilium Private Wealth

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

Historical chart of Presilium Private Wealth 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 Presilium Private Wealth 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 Presilium Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 2.3k 95.75
2024-06-30 $217k 2.3k 92.54

More positions owned by Presilium Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Ishares Tr National Mun Etf (MUB)

View all positions for Presilium Private Wealth

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation
Park Avenue Securities
Mariner Wealth Advisors
Royal Bank of Canada
Us Bancorp

View all funds holding iShares S&P 500 Growth Index