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iShares S&P 500 Growth Index shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital Management 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 Vivaldi Capital Management 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 Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 2.2k 95.77
2024-06-30 $208k 2.2k 92.56
2023-12-31 $209k 2.6k 80.52

More positions owned by Vivaldi Capital Management

Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Gold Tr Ishares New (IAU)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Tesla Motors (TSLA)
Gaming & Leisure Pptys (GLPI)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for Vivaldi Capital Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index