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iShares S&P 500 Growth Index shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital 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 Wedmont Private Capital 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 Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $870k 10k 84.25
2023-12-31 $769k 10k 74.50
2023-09-30 $720k 10k 69.79
2023-06-30 $873k 12k 71.27
2022-03-31 $202k 2.6k 77.72

More positions owned by Wedmont Private Capital

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr National Mun Etf (MUB)
Amazon (AMZN)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Wedmont Private Capital

Top funds holding iShares S&P 500 Growth Index

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CWM
Envestnet Portfolio Solutions

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