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iShares S&P 500 Growth Index shares owned by REDW Stanley Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by REDW Stanley Financial Advisors from 13F filings

Historical chart of REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors 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 REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 17k 120.72
2025-06-30 $1.8M 17k 110.10
2025-03-31 $1.5M 17k 92.83
2024-12-31 $1.6M 16k 101.53
2024-09-30 $1.5M 16k 95.75
2024-06-30 $1.4M 16k 92.54
2024-03-31 $1.3M 16k 84.44
2023-12-31 $1.2M 16k 75.10
2023-09-30 $1.1M 16k 68.42
2023-06-30 $1.1M 16k 70.48
2023-03-31 $993k 16k 63.89
2022-12-31 $909k 16k 58.50
2022-09-30 $899k 16k 57.86
2022-06-30 $938k 16k 60.37
2022-03-31 $1.2M 16k 76.36
2021-12-31 $1.3M 16k 83.66
2021-09-30 $1.2M 16k 73.92
2021-06-30 $1.2M 16k 72.72
2021-03-31 $1.0M 16k 65.13
2020-12-31 $1.0M 16k 63.82
2020-09-30 $922k 4.0k 231.19
2020-06-30 $827k 4.0k 207.37
2020-03-31 $658k 4.0k 165.00
2019-12-31 $772k 4.0k 193.58
2019-09-30 $718k 4.0k 180.04
2019-06-30 $715k 4.0k 179.29
2019-03-31 $687k 4.0k 172.27
2018-12-31 $601k 4.0k 150.70
2018-09-30 $722k 4.1k 177.09
2018-06-30 $649k 4.0k 162.74
2018-03-31 $618k 4.0k 154.96
2017-12-31 $649k 4.2k 152.74
2017-09-30 $624k 4.4k 143.45
2017-06-30 $611k 4.5k 136.84
2017-03-31 $591k 4.5k 131.54
2016-12-31 $562k 4.6k 121.75

More positions owned by REDW Stanley Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Msci Emrg Chn (EMXC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for REDW Stanley Financial Advisors

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