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iShares S&P 500 Growth Index shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group 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 Summit Wealth Group 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 Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 2.2k 95.82
2024-06-30 $206k 2.2k 92.67
2023-03-31 $2.0k 142k 0.01

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Index Fds Extend Mkt Etf (VXF)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard World Health Car Etf (VHT)
Apple (AAPL)

View all positions for Summit Wealth Group

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