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iShares S&P 500 Growth Index shares owned by Sovereign Financial Group

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

Historical chart of Sovereign Financial Group 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 Sovereign Financial Group 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 Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 26k 95.75
2024-06-30 $2.5M 27k 92.54
2024-03-31 $1.0M 12k 84.44
2023-12-31 $362k 4.8k 75.09
2023-09-30 $365k 5.3k 68.42

More positions owned by Sovereign Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation (MSFT)

View all positions for Sovereign Financial Group

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