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iShares S&P 500 Growth Index shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $429k 4.2k 101.53
2024-09-30 $404k 4.2k 95.75
2024-06-30 $530k 5.7k 92.54
2024-03-31 $367k 4.3k 84.44
2023-12-31 $215k 2.9k 75.10
2023-09-30 $204k 3.0k 68.42

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Tidal Etf Tr Fundstrat Granny
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Etf Ser Solutions Aptus Defined (DRSK)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Servisfirst Bancshares (SFBS)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Intl Div Grwth (IGRO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for TrueWealth 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