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iShares S&P 500 Growth Index shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel 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 Spectrum Wealth Counsel 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 Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.8M 92k 95.75
2024-06-30 $7.7M 83k 92.54
2024-03-31 $7.0M 83k 84.44
2023-12-31 $6.2M 83k 75.10

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co. (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
TJX Companies (TJX)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spectrum Wealth Counsel

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index