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iShares S&P 500 Growth Index shares owned by TFC Financial Management

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

Historical chart of TFC Financial Management 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 TFC Financial Management 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 TFC Financial Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $141k 1.2k 113.12

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Index Fds Large Cap Etf (VV)
Johnson & Johnson (JNJ)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)

View all positions for TFC Financial Management

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index