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iShares S&P 500 Growth Index shares owned by Union Bankshares

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

Historical chart of Union Bankshares 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 Union Bankshares 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 Union Bankshares

Quarter filed Position value Share count Share price at filing
2024-03-31 $501k 5.9k 84.44
2023-12-31 $445k 5.9k 75.10
2023-09-30 $406k 5.9k 68.42
2023-06-30 $418k 5.9k 70.48

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Erie Indty Co Cl A Stock (ERIE)
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Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)
Microsoft Corp Stock (MSFT)
Avantis U.s Small Cap Equity Etf Etf (AVSC)
Jpmorgan Chase & Co Stock (JPM)
Broadcom Stock (AVGO)
Ishares Ibonds Dec 2033 Term Treasury Etf Etf (IBTO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Kla Corp Stock (KLAC)
Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW)
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)
Nvidia Corporation Stock (NVDA)

View all positions for Union Bankshares

Top funds holding iShares S&P 500 Growth Index

Jpmorgan Chase & Co
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Goldman Sachs Group
UBS Group
Stifel Financial
BlackRock
Pnc Financial Services
M^T Bank Corporation
CWM
Envestnet Portfolio Solutions
Mariner Wealth Advisors
Us Bancorp

View all funds holding iShares S&P 500 Growth Index