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

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

Historical chart of Swisher 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 Swisher 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 Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $392k 3.2k 120.73
2025-06-30 $378k 3.4k 110.10
2025-03-31 $397k 4.3k 92.83
2024-12-31 $330k 3.3k 101.53
2024-09-30 $429k 4.5k 94.33
2024-06-30 $430k 4.6k 93.97
2024-03-31 $384k 4.6k 83.93

More positions owned by Swisher Financial Concepts

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Abbvie (ABBV)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Msci Equal Weite (EUSA)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Abbott Laboratories (ABT)
Capital Group Dividend Growe Shs Etf (CGDG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index