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iShares S&P 500 Growth Index shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory 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 SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 108k 127.12
2023-12-31 $829k 11k 78.91
2023-09-30 $340k 5.0k 68.42
2023-06-30 $591k 8.4k 70.48
2023-03-31 $429k 6.7k 63.89
2022-12-31 $577k 9.9k 58.50

More positions owned by SageView Advisory Group

Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Flexshares Tr Mstar Emkt Fac (TLTE)
Apple (AAPL)
Mission Produce (AVO)
Ishares Tr Mortge Rel Etf (REM)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for SageView Advisory Group

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