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iShares S&P 500 Growth Index shares owned by Stone Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Stone Asset Management from 13F filings

Historical chart of Stone Asset Management 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 Stone Asset Management 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 Stone Asset Management

Quarter filed Position value Share count Share price at filing
2023-03-31 $223k 3.5k 63.89
2022-12-31 $204k 3.5k 58.50
2022-06-30 $3.3M 55k 60.35
2022-03-31 $4.1M 54k 76.39

More positions owned by Stone Asset Management

Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Cohen Steer Reit (ICF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Stone Asset Management

Top funds holding iShares S&P 500 Growth Index

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CWM
Envestnet Portfolio Solutions

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