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iShares S&P 500 Growth Index shares owned by Waterway Wealth Management

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

Historical chart of Waterway Wealth 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 Waterway Wealth 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.6M 48k 137.53

More positions owned by Waterway Wealth Management

Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Russell 1000 Growth Etf Etf (IWF)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Pimco Enhanced Short Maturity Etf Etf (MINT)
Fidelity Total Bond Etf Etf (FBND)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Etf Etf (EFA)
Global X S&p 500 Covered Call Etf Etf (XYLD)
Nvidia Corporation Stock (NVDA)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Fidelity Enhanced Mid Cap Core Etf Etf (FMDE)

View all positions for Waterway Wealth Management

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
Goldman Sachs Group
Raymond James Financial
Lido Advisors

View all funds holding iShares S&P 500 Growth Index