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iShares S&P 500 Growth Index shares owned by TRUE Private Wealth Advisors

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

Historical chart of TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors 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 TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.7M 49k 95.75
2024-06-30 $4.2M 45k 92.54
2024-03-31 $3.0M 36k 84.44
2023-12-31 $2.1M 27k 75.10
2023-09-30 $1.9M 28k 68.42
2023-06-30 $1.4M 20k 70.48
2023-03-31 $822k 13k 63.89
2022-12-31 $776k 13k 58.50
2022-09-30 $767k 13k 57.83
2022-06-30 $800k 13k 60.32
2022-03-31 $936k 13k 70.03
2021-12-31 $1.7M 20k 83.64
2021-09-30 $2.0M 27k 73.89
2021-06-30 $1.2M 17k 72.69
2021-03-31 $1.1M 17k 65.12
2020-12-31 $1.4M 21k 63.79
2020-09-30 $1.4M 6.1k 230.98
2020-06-30 $18M 84k 207.49
2020-03-31 $14M 86k 165.05
2019-12-31 $22M 115k 193.64
2019-09-30 $21M 115k 180.03
2019-06-30 $21M 116k 179.24
2019-03-31 $21M 119k 172.36
2018-12-31 $28M 185k 150.67
2018-09-30 $27M 153k 177.64
2018-06-30 $24M 145k 163.09
2018-03-31 $23M 150k 155.07
2017-12-31 $22M 142k 152.77
2017-09-30 $22M 152k 143.41
2017-06-30 $22M 157k 136.85
2017-03-31 $30M 225k 131.34
2016-12-31 $28M 222k 125.59
2016-09-30 $14M 112k 119.65
2016-06-30 $12M 106k 116.57
2016-03-31 $9.3M 80k 115.90
2015-12-31 $13M 109k 115.80

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index