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iShares S&P 500 Growth Index shares owned by Transce3nd

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Transce3nd from 13F filings

Historical chart of Transce3nd 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 Transce3nd 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 Transce3nd

Quarter filed Position value Share count Share price at filing
2025-09-30 $0 96 0.00
2025-06-30 $1.2M 11k 113.89
2025-03-31 $984k 12k 85.89
2024-12-31 $1.1M 11k 101.53

More positions owned by Transce3nd

Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Weitz Core Plus Income Fund Inst'l Class M (WCPBX)
Cibus C (CBUS)
Vanguard Federal Money Mkt Fund Investor Class MM (VMFXX)
Fullerthaler Behavioral Small-mid Core Equity Fd Inst'l Class M (FTSIX)
Vanguard Total Stock Market Vipers Etf (VTI)
St Spdr S&p Wld Xus Etf (SPDW)
Regan Capital Total Return Income Fund Institutional Class M (RCIRX)
Aqr Long-short Equity Fund Class I M (QLEIX)
River Canyon Total Return Bond Fund Inst'l Class M (RCTIX)
Oakmark Oakmark Fund Inst'l Class M (OANMX)
Blackrock Systematic Multi Strategy Fund Inst'l Class M (BIMBX)
Eaton Vance Global Macro Abs Ret Adv Fund Class I M (EGRIX)
J P Morgan Exchange-traded Etf (JEPI)

View all positions for Transce3nd

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