Walser Wealth Management Company, A Ltd Liability »

iShares S&P 500 Growth Index shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability 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 Walser Wealth Management Company, A Ltd Liability consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Growth Index by Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2025-12-31 $322k 2.6k 123.28

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
NVIDIA Corporation (NVDA)
Goldman Sachs Physical Gold Unit (AAAU)
Microsoft Corporation (MSFT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Tesla Motors (TSLA)
Vaneck Etf Trust Uranium And Nucl (NLR)
Apple (AAPL)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Global X Fds Global X Uranium (URA)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Walser Wealth Management Company, A Ltd Liability

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Raymond James Financial
M^T Bank Corporation
Fil
Lido Advisors

View all funds holding iShares S&P 500 Growth Index