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iShares S&P 500 Growth Index shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 9.8k 137.53
2024-06-30 $220k 2.4k 92.54
2020-03-31 $3.1M 19k 165.06

More positions owned by Waterloo Capital

State Street Spdr Portfolio S&p 500 Etf St Str P500etf (SPYM)
Wal-Mart Stores (WMT)
State Street Spdr Portfolio S&p 500 Growth Etf ST STR P500GRW (SPYG)
Avantis U.s. Large Cap Value Etf Us Large Cap Vlu (AVLV)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Aptus International Enhanced Yield Aptus Int Enh Yl (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index