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iShares S&P 500 Growth Index shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment 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 Wetzel Investment 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 Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $68k 835 81.12
2023-12-31 $63k 835 75.45

More positions owned by Wetzel Investment Advisors

Ishares Tr Core Us Aggbd Et Agg (AGG)
Vanguard Index Funds S&p 500 Etf Voo (VOO)
Jpmorgan Chase & Company JPM (JPM)
Eli Lilly & Company Lly (LLY)
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)
Vanguard Extended Market Etf VXF (VXF)
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)
First Trust Capital Strength Etf FTCS (FTCS)
Ishares Tr Conv Bd Etf Icvt (ICVT)
Ishares Tr Intl Sel Div Etf Idv (IDV)
Spdr S&p 500 Etf Spy (SPY)
Ishares Tr Core S&p Mcp Etf Ijh (IJH)
Vanguard Value Etf VTV (VTV)
Ishares Incorporated Core Msci Emkt Iemg (IEMG)
Vanguard Total International Stock Etf Vxus (VXUS)

View all positions for Wetzel Investment Advisors

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index