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iShares S&P 500 Growth Index shares owned by Williams Financial

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

Historical chart of Williams Financial 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 Williams Financial 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 Williams Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0M 27k 75.10
2023-09-30 $1.8M 26k 68.42
2023-06-30 $656k 9.3k 70.48

More positions owned by Williams Financial

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
J P Morgan Exchange Traded F Income Etf (JPIE)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
CVS Caremark Corporation (CVS)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
International Business Machines (IBM)
Toronto Dominion Bk Ont Com New (TD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
SYSCO Corporation (SYY)

View all positions for Williams Financial

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