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iShares S&P 500 Growth Index shares owned by Sagace Wealth Management

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

Historical chart of Sagace Wealth Management 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 Sagace Wealth Management 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 Sagace Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $343k 2.8k 120.72
2025-06-30 $330k 3.0k 110.10
2025-03-31 $259k 2.8k 92.83
2024-12-31 $332k 3.3k 101.53
2024-09-30 $320k 3.3k 97.80
2024-06-30 $306k 3.3k 93.55

More positions owned by Sagace Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sagace Wealth Management

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