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iShares S&P 500 Growth Index shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor 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 Wiser Advisor 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $566 5 113.20
2024-03-31 $28k 334 84.44

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
Alphabet Common Stock (GOOGL)
Eli Lilly Common Stock (LLY)
First Trust MF Closed and MF Open (BUFR)
Nyli Ftse MF Closed and MF Open (HFXI)
Amazon Common Stock (AMZN)
Invesco S&p MF Closed and MF Open (XMHQ)
First Trust MF Closed and MF Open (GRID)
Global X MF Closed and MF Open (DTCR)
Vanguard Value MF Closed and MF Open (VTV)
Meta Platforms Common Stock (META)
Vanguard Total MF Closed and MF Open (BND)
Schwab Us MF Closed and MF Open (SCHX)
Global X MF Closed and MF Open (MLPA)

View all positions for Wiser Advisor Group

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Morgan Stanley
LPL Financial
Bank of America Corporation
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Cetera Investment Advisers
BlackRock
Raymond James Financial
Goldman Sachs Group
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index