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iShares S&P 500 Growth Index shares owned by Wealthstar Advisors

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

Historical chart of Wealthstar Advisors 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 Wealthstar Advisors 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 Wealthstar Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $532k 4.4k 120.72
2025-06-30 $500k 4.5k 110.10
2025-03-31 $201k 2.2k 92.83
2024-12-31 $216k 2.1k 101.53
2021-12-31 $205k 2.5k 83.33
2021-09-30 $4.6M 62k 73.94

More positions owned by Wealthstar Advisors

Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Texas Instruments Incorporated (TXN)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
RBB Us Treas 3 Mnth (TBIL)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr U.s. Tech Etf (IYW)
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)
Ishares Tr Intrm Gov Cr Etf (GVI)
Sixth Street Specialty Lending (TSLX)
Schwab Strategic Tr Fundamental Us L (FNDX)

View all positions for Wealthstar Advisors

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