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iShares S&P 500 Growth Index shares owned by Vision Retirement

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

Historical chart of Vision Retirement 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 Vision Retirement 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 Vision Retirement

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 12k 113.11
2025-12-31 $1.7M 14k 123.26

More positions owned by Vision Retirement

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
State Street MF Closed and MF Open (DIA)
Costco Wholesale Common Stock (COST)
Tesla Common Stock (TSLA)
Vanguard S&p MF Closed and MF Open (VOO)
Invesco S&p MF Closed and MF Open (XLG)
Vanguard High MF Closed and MF Open (VYM)
Visa Common Stock (V)
Nvidia Corp Common Stock (NVDA)
Broadcom Common Stock (AVGO)
State Street MF Closed and MF Open (SPY)
Alphabet Common Stock (GOOG)
Mastercard Common Stock (MA)

View all positions for Vision Retirement

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Raymond James Financial
Goldman Sachs Group
M^T Bank Corporation
Lido Advisors
Park Avenue Securities

View all funds holding iShares S&P 500 Growth Index