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iShares S&P 500 Growth Index shares owned by West Wealth Group

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

Historical chart of West Wealth Group 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 West Wealth Group 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 West Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $49M 512k 95.75
2024-06-30 $45M 486k 92.54
2024-03-31 $36M 429k 84.44
2023-12-31 $5.5M 73k 75.10
2023-09-30 $4.8M 70k 68.42

More positions owned by West Wealth Group

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core Total Usd (IUSB)
Ishares Msci Emrg Chn (EMXC)
Apple (AAPL)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)

View all positions for West Wealth Group

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
Bank of America Corporation
LPL Financial
Wells Fargo & Company
Goldman Sachs Group
Jones Financial Companies, L.L
Stifel Financial
Envestnet Portfolio Solutions
CWM
BlackRock
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index