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Proactive Wealth Strategies »

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

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

Historical chart of Proactive 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 Proactive 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 Proactive Wealth Strategies

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$941k	9.3k	101.49
2024-09-30	$835k	8.7k	95.70

More positions owned by Proactive Wealth Strategies

First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

NVIDIA Corporation (NVDA)

RBB Us Treas 3 Mnth (TBIL)

First Tr Value Line Divid In SHS (FVD)

First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)

First Tr Exchange Traded Indls Prod Dur (FXR)

First Tr Exchange-traded A Sml Cap Val Alph (FYT)

First Tr Exchange-traded Risng Divd Achiv (RDVY)

Palo Alto Networks (PANW)

Microsoft Corporation (MSFT)

Spdr Gold Tr Gold Shs (GLD)

First Tr Exchange-traded First Tr Enh New (FTSM)

First Tr Exchange-traded Dj Internt Idx (FDN)

View all positions for Proactive Wealth Strategies

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management

Jpmorgan Chase & Co

Bank of America Corporation

Wells Fargo & Company

Ameriprise Financial

Stifel Financial

Goldman Sachs Group

Jones Financial Companies, L.L

Envestnet Portfolio Solutions

Pnc Financial Services

View all funds holding iShares S&P 500 Growth Index

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