Capital Performance Advisors »

iShares S&P 500 Growth Index shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 23k 84.44

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Capital Performance 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