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iShares S&P 500 Growth Index shares owned by Wealth Effects

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

Historical chart of Wealth Effects 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 Wealth Effects 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 Wealth Effects

Quarter filed Position value Share count Share price at filing
2026-06-30 $281k 2.0k 137.53

More positions owned by Wealth Effects

NVIDIA Corporation (NVDA)
Apple (AAPL)
Micron Technology (MU)
Amazon (AMZN)
Arrowhead Pharmaceuticals (ARWR)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl C (GOOG)
Astera Labs (ALAB)
Digitalocean Hldgs (DOCN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Broadcom (AVGO)
International Business Machines (IBM)

View all positions for Wealth Effects

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