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

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

Historical chart of Wealth Forward 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 Forward 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 Forward

Quarter filed Position value Share count Share price at filing
2025-09-30 $208k 1.7k 120.72

More positions owned by Wealth Forward

Ishares Tr S&p 100 Etf (OEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Fundamental Us S (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Morningstr Us Eq (ILCB)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Schwab Strategic Tr Fundamental Emer (FNDE)
Bny Mellon Etf Trust Internationl Eqt (BKIE)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Portfli High Yld (SPHY)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Apple (AAPL)

View all positions for Wealth Forward

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