Warren Averett Asset Management »

iShares S&P 500 Growth Index shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $56M 462k 120.72
2025-06-30 $50M 451k 110.10
2025-03-31 $38M 408k 92.83
2024-12-31 $37M 369k 101.53
2024-09-30 $32M 329k 95.75
2024-06-30 $30M 326k 92.54
2024-03-31 $2.6M 31k 84.44
2023-12-31 $1.3M 17k 75.10
2023-09-30 $1.2M 17k 68.42
2023-06-30 $1.2M 17k 70.48
2023-03-31 $818k 13k 63.89
2022-12-31 $745k 13k 58.50
2022-09-30 $668k 12k 57.88
2022-06-30 $2.1M 35k 60.36
2022-03-31 $639k 8.4k 76.43
2021-12-31 $981k 13k 73.71
2020-06-30 $302k 1.3k 229.14
2020-03-31 $217k 1.3k 164.77
2019-12-31 $271k 1.3k 205.93
2019-09-30 $251k 1.4k 179.67
2019-06-30 $250k 1.4k 179.08
2019-03-31 $240k 1.4k 172.04
2018-09-30 $1.0M 5.7k 177.11
2018-06-30 $923k 5.7k 162.53
2018-03-31 $881k 5.7k 155.13
2017-12-31 $867k 5.7k 152.67
2017-09-30 $785k 5.5k 143.41
2017-06-30 $749k 5.5k 136.85
2017-03-31 $625k 4.8k 131.50
2015-09-30 $32k 298 107.38
2015-06-30 $34k 298 114.09
2015-03-31 $34k 297 114.48
2014-12-31 $35k 318 110.06
2014-09-30 $34k 317 107.26
2014-06-30 $33k 316 104.43
2014-03-31 $31k 315 98.41
2013-12-31 $31k 315 98.41
2013-09-30 $31k 343 90.38

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Portfolio Intrmd (SPIB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Warren Averett Asset Management

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index