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iShares S&P 500 Growth Index shares owned by United Advisor Group

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

Historical chart of United Advisor 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 United Advisor 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 United Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $724k 9.4k 76.81

More positions owned by United Advisor Group

United Parcel Service (UPS)
Schwab Strategic Tr us lrg cap etf (SCHX)
Microsoft Corporation (MSFT)
Vanguard Europe Pacific ETF (VEA)
Commerce Bancshares (CBSH)
Procter & Gamble Company (PG)
Amazon (AMZN)
Fs Kkr Capital Corp (FSK)
Schwab U S Small Cap ETF (SCHA)
Wal-Mart Stores (WMT)
Vanguard Value ETF (VTV)
Vanguard Growth ETF (VUG)
Etf Ser Solutions (JUCY)
Home Depot (HD)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)

View all positions for United Advisor Group

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
Pnc Financial Services
M^T Bank Corporation
CWM
Envestnet Portfolio Solutions
Advisor Group Holdings
Mariner Wealth Advisors
Us Bancorp
Regions Bank
Commonwealth Equity Services

View all funds holding iShares S&P 500 Growth Index