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iShares S&P 500 Growth Index shares owned by Strategic Family Wealth Counselors

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

Historical chart of Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors 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 Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2024-09-30 $592k 6.2k 95.75
2024-06-30 $437k 4.7k 92.54
2024-03-31 $264k 3.1k 84.44

More positions owned by Strategic Family Wealth Counselors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Roblox Corp Cl A (RBLX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Uber Technologies (UBER)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us Largecap Divd (DLN)
First Tr Value Line Divid In SHS (FVD)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)

View all positions for Strategic Family Wealth Counselors

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index