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iShares S&P 500 Growth Index shares owned by Wealthcare Advisory Partners

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

Historical chart of Wealthcare Advisory Partners 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 Wealthcare Advisory Partners 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 Wealthcare Advisory Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.6M 21k 123.26
2025-09-30 $2.5M 21k 120.72
2025-06-30 $2.3M 21k 110.10
2025-03-31 $1.9M 21k 92.83
2024-12-31 $2.2M 22k 101.53
2024-09-30 $1.9M 20k 95.75
2024-06-30 $1.9M 21k 92.54
2024-03-31 $1.7M 21k 84.44
2023-12-31 $2.9M 39k 75.10
2023-09-30 $2.3M 33k 68.42
2023-06-30 $1.8M 25k 70.48
2023-03-31 $1.8M 28k 63.89
2022-12-31 $1.6M 27k 58.50
2022-09-30 $1.6M 28k 57.87
2022-06-30 $1.6M 26k 60.34
2022-03-31 $1.2M 15k 76.38
2021-12-31 $726k 8.7k 83.72
2021-09-30 $733k 9.9k 73.88
2021-06-30 $742k 10k 72.70
2021-03-31 $654k 10k 65.06
2020-12-31 $616k 9.6k 63.84
2020-09-30 $533k 2.3k 230.94
2020-06-30 $380k 1.8k 207.42
2020-03-31 $315k 1.9k 164.84
2019-12-31 $378k 2.0k 193.75
2019-09-30 $273k 1.5k 180.32
2019-06-30 $264k 1.5k 179.23
2019-03-31 $299k 1.7k 172.43
2018-12-31 $271k 1.8k 150.97
2018-09-30 $378k 2.1k 176.97
2018-06-30 $368k 2.3k 162.76
2018-03-31 $264k 1.7k 155.02
2017-12-31 $267k 1.7k 152.75
2017-09-30 $218k 1.5k 143.70
2016-06-30 $7.0k 64 109.38

More positions owned by Wealthcare Advisory Partners

Spdr Series Trust State Street Spd (SPLG)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPSM)
NVIDIA Corporation (NVDA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Series Trust State Street Spd (SPMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Wealthcare Advisory Partners

Top funds holding iShares S&P 500 Growth Index

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