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iShares S&P 500 Growth Index shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth 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 Strata Wealth 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $486k 5.8k 84.44
2023-12-31 $477k 6.3k 75.10
2023-09-30 $455k 6.7k 68.42
2023-03-31 $427k 6.7k 63.89
2022-12-31 $477k 8.1k 58.50

More positions owned by Strata Wealth Advisors

Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Multisector Bd (PYLD)
Progressive Corporation (PGR)
Microsoft Corporation (MSFT)
Booking Holdings (BKNG)
American Express Company (AXP)
Alphabet Cap Stk Cl C (GOOG)
Analog Devices (ADI)
Apple (AAPL)

View all positions for Strata Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index