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

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

Historical chart of Sterling Group 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 Sterling Group 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 Sterling Group Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8M 103k 95.75
2024-06-30 $805k 8.7k 92.54

More positions owned by Sterling Group Wealth Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Workday Cl A (WDAY)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Lpl Financial Holdings (LPLA)
Berkshire Hathaway Inc Del Cl A (BRK.A)

View all positions for Sterling Group Wealth Management

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