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iShares S&P 500 Growth Index shares owned by Bbjs Financial Advisors

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

Historical chart of Bbjs Financial Advisors 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 Bbjs Financial Advisors 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 Bbjs Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 156k 84.44
2023-12-31 $13M 168k 75.10
2023-09-30 $12M 169k 68.42
2023-06-30 $13M 177k 70.48
2023-03-31 $12M 185k 63.89
2022-12-31 $9.4M 161k 58.50

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Core Msci Emkt (IEMG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr S&p Metals Mng (XME)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Bbjs Financial Advisors

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