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iShares S&P 500 Growth Index shares owned by VisionPoint Advisory Group

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

Historical chart of VisionPoint Advisory 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 VisionPoint Advisory 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 VisionPoint Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $973k 8.6k 113.11
2024-06-30 $10k 110 92.54
2024-03-31 $48k 571 84.44
2023-12-31 $59k 783 75.10
2023-09-30 $57k 833 68.42
2023-06-30 $197k 2.8k 70.48

More positions owned by VisionPoint Advisory Group

NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust State Street Spd (SPYM)
Valued Advisers Tr Regan Fltg Rate (MBSF)
Deere & Company (DE)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for VisionPoint Advisory Group

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
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

View all funds holding iShares S&P 500 Growth Index