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

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

Historical chart of Twelve Points 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 Twelve Points 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 Twelve Points Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 2.4k 84.44
2023-12-31 $225k 3.0k 75.10
2023-09-30 $212k 3.1k 68.42
2023-06-30 $202k 2.9k 70.49
2022-03-31 $214k 2.8k 76.21
2021-12-31 $235k 2.8k 83.69

More positions owned by Twelve Points Wealth Management

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)
Asa Gold And Precious Mtls L SHS (ASA)
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)
Ishares Tr Core Total Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Ishares Gold Tr Ishares New (IAU)
Vaneck Etf Trust Pharmaceutcl Etf (PPH)
Spdr Gold Tr Gold Shs (GLD)
Doubleline Opportunistic Cr (DBL)
Iron Mountain (IRM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Div Grwth (DGRO)

View all positions for Twelve Points 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
Commonwealth Equity Services
Royal Bank of Canada

View all funds holding iShares S&P 500 Growth Index