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iShares S&P 500 Growth Index shares owned by Roxbury Financial

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

Historical chart of Roxbury Financial 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 Roxbury Financial 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 Roxbury Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $70k 580 120.76
2025-06-30 $64k 579 110.20
2025-03-31 $55k 545 101.21
2024-12-31 $105k 1.0k 101.04

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Microsoft Corp Stock (MSFT)
Fidelity Blue Chip Growth Etf Etf (FBCG)
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Visa Inc Com Cl A Stock (V)
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)
Apple Stock (AAPL)
Ishares Core S&p 500 Etf Etf (IVV)
Amazon Stock (AMZN)
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)
Jpmorgan Chase & Co Stock (JPM)
Wells Fargo Stock (WFC)
International Business Machs Stock (IBM)
Walmart Stock (WMT)
Mckesson Corp Stock (MCK)
Fidelity Msci Health Care Index Etf Etf (FHLC)

View all positions for Roxbury Financial

Top funds holding iShares S&P 500 Growth Index

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CWM
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BlackRock
Cetera Investment Advisers
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