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iShares S&P 500 Growth Index shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts 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 Strategic Financial Concepts 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 Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $320k 3.8k 84.44
2023-09-30 $267k 3.9k 68.42
2023-06-30 $267k 3.8k 70.47
2023-03-31 $242k 3.8k 63.88

More positions owned by Strategic Financial Concepts

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr 0-3 Mnth Treasry (SGOV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Strategic Financial Concepts

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