Twin Focus Capital Partners »

iShares S&P 500 Growth Index shares owned by Twin Focus Capital Partners

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

Historical chart of Twin Focus Capital Partners 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 Twin Focus Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Twin Focus Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 125k 95.75
2024-03-31 $10M 118k 84.44
2023-12-31 $8.9M 118k 75.10
2023-09-30 $9.8M 144k 68.42
2023-06-30 $10M 143k 70.48
2023-03-31 $10M 158k 63.89
2022-12-31 $9.2M 157k 58.50
2022-09-30 $9.9M 171k 57.85
2022-06-30 $11M 183k 60.35
2022-03-31 $18M 232k 76.38
2021-12-31 $19M 225k 83.67
2021-09-30 $15M 207k 73.91
2021-06-30 $13M 174k 72.73
2021-03-31 $8.4M 129k 65.11
2020-12-31 $7.9M 124k 63.82
2020-09-30 $7.8M 34k 231.07
2020-06-30 $7.0M 34k 207.49
2020-03-31 $5.2M 32k 165.07
2019-12-31 $6.6M 34k 193.64
2019-09-30 $5.7M 32k 180.03
2019-06-30 $5.7M 32k 179.25
2019-03-31 $6.4M 37k 172.36
2018-12-31 $5.6M 37k 150.67
2018-09-30 $6.5M 37k 177.16
2018-06-30 $6.3M 39k 162.62
2018-03-31 $6.4M 41k 155.07
2017-12-31 $6.9M 45k 152.77
2017-09-30 $7.1M 49k 143.41
2017-06-30 $6.9M 51k 136.85
2017-03-31 $6.7M 51k 131.51
2016-12-31 $6.6M 54k 121.79
2016-09-30 $6.6M 54k 121.67
2016-06-30 $1.9M 16k 116.56
2016-03-31 $1.2M 11k 115.87
2015-12-31 $1.4M 12k 115.80
2015-09-30 $1.2M 11k 107.79
2015-06-30 $1.9M 17k 113.86
2015-03-31 $660k 5.8k 114.01
2014-12-31 $646k 5.8k 111.59
2014-09-30 $729k 6.8k 106.81

More positions owned by Twin Focus Capital Partners

Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Gold Tr Ishares New (IAU)
Dell Technologies CL C (DELL)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Rus 1000 Etf (IWB)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Tips Bd Etf (TIP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Twin Focus Capital Partners

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index