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iShares S&P 500 Growth Index shares owned by Clear Perspective Advisors

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

Historical chart of Clear Perspective 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 Clear Perspective 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 Clear Perspective Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $200k 2.4k 83.47
2018-06-30 $76k 465 163.44
2018-03-31 $29k 185 156.76
2017-12-31 $28k 185 151.35
2017-09-30 $27k 185 145.95

More positions owned by Clear Perspective Advisors

Spdr Ser Tr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
Schwab Strategic Tr Us Dividend Equity Etf Us Dividend Eq (SCHD)
First Tr Low Duration Opportunities Etf Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs New (VOO)
Rbb Fd Inc Motley Fool 100 Index Etf Motley Fol Etf (TMFC)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Alphabet Inc-cl C CL C (GOOG)
Vanguard Mun Bd Fds Tax-exempt Bd Index Fd Etf Tax Exempt Bd (VTEB)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Small-cap Etf Core S&p Scp Etf (IJR)

View all positions for Clear Perspective 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