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iShares S&P 500 Growth Index shares owned by TSA Wealth Managment

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by TSA Wealth Managment from 13F filings

Historical chart of TSA Wealth Managment 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 TSA Wealth Managment 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 TSA Wealth Managment

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.2M 97k 84.44
2023-12-31 $4.0M 53k 75.10

More positions owned by TSA Wealth Managment

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Msci Emrg Chn (EMXC)

View all positions for TSA Wealth Managment

Top funds holding iShares S&P 500 Growth Index

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CWM
Envestnet Portfolio Solutions

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