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iShares S&P 500 Growth Index shares owned by Ulrich Consultants & Investment Group

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

Historical chart of Ulrich Consultants & Investment Group 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 Ulrich Consultants & Investment Group 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 Ulrich Consultants & Investment Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $924k 13k 70.48
2023-03-31 $837k 13k 63.89
2022-12-31 $767k 13k 58.50
2022-09-30 $758k 13k 57.84
2022-06-30 $791k 13k 60.35

More positions owned by Ulrich Consultants & Investment Group

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Kld400 Soc (DSI)
Ishares Tr Msci Eafe Etf (EFA)
Hca Holdings (HCA)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Fs Kkr Capital Corp (FSK)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
Apple (AAPL)

View all positions for Ulrich Consultants & Investment Group

Top funds holding iShares S&P 500 Growth Index

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Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
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