Strategic Financial Concepts »

iShares S&P 500 Growth Index shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Financial Concepts 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 Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $401k 4.2k 95.75
2024-06-30 $26M 351k 74.11
2024-03-31 $320k 3.8k 84.44
2023-09-30 $267k 3.9k 68.42
2023-06-30 $267k 3.8k 70.47
2023-03-31 $242k 3.8k 63.88

More positions owned by Strategic Financial Concepts

American Centy Etf Tr Us Eqt Etf (AVUS)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
T Rowe Price Etf Ultra Shrt Trm (TBUX)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vaneck Etf Trust Ig Floating Rate (FLTR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tesla Motors (TSLA)
Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Core Fi (AVIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Strategic Financial Concepts

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