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iShares S&P 500 Growth Index shares owned by Sacks & Associates

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

Historical chart of Sacks & Associates 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 Sacks & Associates 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 Sacks & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.8M 35k 135.25
2026-03-31 $3.9M 35k 113.11
2025-12-31 $4.2M 34k 123.26

More positions owned by Sacks & Associates

Ishares Tr S&p 500 Val Etf (IVE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr St Str Stapl Etf (XLP)
Spdr Series Trust St Str Blo 1 Etf (BIL)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr Series Trust St Str Sp400val (MDYV)
Ishares Tr Rus 2000 Grw Etf (IWO)
Alphabet Cap Stk Cl A (GOOGL)
Moody's Corporation (MCO)
Spdr Series Trust ST STR SP400GRW (MDYG)

View all positions for Sacks & Associates

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Goldman Sachs Group
Raymond James Financial
Lido Advisors

View all funds holding iShares S&P 500 Growth Index