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iShares S&P 500 Growth Index shares owned by Safe Harbor Family Capital

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

Historical chart of Safe Harbor Family Capital 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 Safe Harbor Family Capital 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 Safe Harbor Family Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $179k 1.5k 123.26

More positions owned by Safe Harbor Family Capital

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Fundamental Us L (FNDX)
Alps Etf Tr Alerian Energy (ENFR)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard World Inf Tech Etf (VGT)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for Safe Harbor Family Capital

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
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
Fil

View all funds holding iShares S&P 500 Growth Index