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iShares S&P 500 Growth Index shares owned by Sterling Investment Advisors

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

Historical chart of Sterling Investment 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 Sterling Investment Advisors 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 Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 11k 95.76
2024-06-30 $1.1M 12k 92.54
2024-03-31 $1.1M 13k 84.44
2023-12-31 $944k 13k 75.10
2023-09-30 $923k 14k 68.43
2023-06-30 $1.0M 15k 70.48
2023-03-31 $966k 15k 63.89
2022-12-31 $930k 16k 58.50
2022-09-30 $938k 16k 57.88
2022-06-30 $942k 16k 60.34
2022-03-31 $1.2M 16k 76.39
2021-12-31 $1.3M 15k 83.68
2021-09-30 $1.2M 16k 73.93
2021-06-30 $1.4M 19k 72.73
2021-03-31 $1.3M 19k 65.11
2020-12-31 $1.2M 19k 63.82
2020-09-30 $1.2M 5.0k 231.12
2020-06-30 $1.1M 5.1k 207.43
2020-03-31 $915k 5.5k 164.95
2019-12-31 $1.1M 5.7k 193.73
2019-09-30 $1.2M 6.4k 180.03
2019-06-30 $1.2M 6.8k 179.21
2019-03-31 $1.2M 7.0k 172.41
2018-12-31 $1.0M 7.0k 150.68
2018-09-30 $1.3M 7.4k 177.20
2018-06-30 $1.3M 7.9k 162.67
2018-03-31 $1.3M 8.1k 155.13
2017-12-31 $1.3M 8.4k 152.74
2017-09-30 $1.4M 10k 136.89
2017-06-30 $1.4M 10k 136.89
2017-03-31 $1.4M 11k 131.52
2016-12-31 $1.3M 11k 121.82
2016-09-30 $1.4M 12k 121.62
2016-06-30 $1.4M 12k 116.57
2016-03-31 $1.4M 12k 115.88
2015-12-31 $1.4M 12k 115.83
2015-09-30 $1.7M 15k 107.81
2015-06-30 $1.9M 17k 113.88
2015-03-31 $2.0M 18k 113.96
2014-12-31 $2.1M 19k 111.61

More positions owned by Sterling Investment Advisors

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Value Etf (VTV)
Ishares Jp Morgan Em Etf (LEMB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sterling Investment Advisors

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