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

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

Historical chart of Straight Path 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 Straight Path 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 Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $209k 1.7k 120.72
2021-12-31 $262k 3.1k 83.71

More positions owned by Straight Path Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Tesla Motors Call Option (TSLA)
BP Sponsored Adr (BP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Msci Intl Moment (IMTM)
B. Riley Financial Put Option (RILY)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Byrna Technologies Com New (BYRN)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Dimensional Etf Trust Us Real Estate E (DFAR)

View all positions for Straight Path Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index