Resonant Capital Advisors »

iShares S&P 500 Growth Index shares owned by Resonant Capital Advisors

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

Historical chart of Resonant Capital 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 Resonant Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Resonant Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 2.3k 120.75
2025-06-30 $250k 2.3k 110.09
2025-03-31 $211k 2.3k 92.83
2024-12-31 $231k 2.3k 101.54
2024-09-30 $218k 2.3k 95.76
2024-06-30 $210k 2.3k 92.55

More positions owned by Resonant Capital Advisors

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Ishares U S Etf Tr Short Maturity M (MEAR)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Etf Ser Solutions Distillate Us (DSTL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Fundamental Intl (FNDF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Fundamental Us S (FNDA)

View all positions for Resonant Capital 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