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

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

Historical chart of StoneCrest 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 StoneCrest 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 StoneCrest Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 31k 95.75
2024-06-30 $2.9M 31k 92.54
2024-03-31 $2.6M 31k 84.44
2023-12-31 $2.5M 33k 75.10

More positions owned by StoneCrest Wealth Management

Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Putnam Etf Trust Focused Lar Cap (PVAL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Vaneck Etf Trust Semiconductr Etf (SMH)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Meta Platforms Cl A (META)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eli Lilly & Co. (LLY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Global X Fds S&p 500 Covered (XYLD)

View all positions for StoneCrest 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