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

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

Historical chart of Private Wealth Management Group 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 Private Wealth Management Group 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 Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $983k 10k 95.75
2024-03-31 $930k 11k 84.44
2023-12-31 $892k 12k 75.10

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Goldman Sachs Group
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
M^T Bank Corporation
Park Avenue Securities
Mariner Wealth Advisors

View all funds holding iShares S&P 500 Growth Index