Strategic Family Wealth Counselors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2024-06-30 $437k 4.7k 92.54
2024-03-31 $264k 3.1k 84.44

More positions owned by Strategic Family Wealth Counselors

Roblox Corp Cl A (RBLX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Uber Technologies (UBER)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Whitehall Fds High Div Yld (VYM)
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
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Jones Financial Companies, L.L
Goldman Sachs Group
UBS Group
Stifel Financial
Ameriprise Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services

View all funds holding iShares S&P 500 Growth Index