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iShares S&P 500 Growth Index shares owned by Thrive Wealth Management

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

Historical chart of Thrive Wealth 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 Thrive Wealth 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 Thrive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $741k 8.8k 84.44
2023-12-31 $599k 8.0k 75.10
2023-09-30 $547k 8.0k 68.42
2023-06-30 $563k 8.0k 70.48
2023-03-31 $504k 7.9k 63.89
2021-12-31 $202k 2.4k 83.85

More positions owned by Thrive Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Intl Eqty Factor (INTF)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Johnson & Johnson (JNJ)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Thrive Wealth Management

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Goldman Sachs Group
UBS Group
Stifel Financial
M^T Bank Corporation
Pnc Financial Services
CWM
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Royal Bank of Canada
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index