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iShares S&P 500 Growth Index shares owned by Wrenne Financial Planning

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

Historical chart of Wrenne Financial Planning 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 Wrenne Financial Planning 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 Wrenne Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $202k 1.7k 120.72

More positions owned by Wrenne Financial Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Wrenne Financial Planning

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