SAM Advisors »

iShares S&P 500 Growth Index shares owned by SAM Advisors

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

Historical chart of SAM 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 SAM 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 SAM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 2.6k 120.72
2025-06-30 $283k 2.6k 110.10

More positions owned by SAM Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Series Trust Portfli High Yld (SPHY)
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)
Ishares Tr U.s. Fin Svc Etf (IYG)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Spdr Series Trust Bloomberg Sht Te (SJNK)
Apple (AAPL)
Uber Technologies (UBER)
Eaton Vance Tax-Managed Global Dive Eq (EXG)
Charles Schwab Corporation (SCHW)
Amazon (AMZN)

View all positions for SAM 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