Instrumental Wealth »

iShares S&P 500 Growth Index shares owned by Instrumental Wealth

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

Historical chart of Instrumental Wealth 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 Instrumental Wealth 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 Instrumental Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 135k 88.14
2023-12-31 $12M 154k 78.41
2023-09-30 $11M 155k 70.30
2023-06-30 $12M 165k 70.36
2023-03-31 $10M 162k 63.76

More positions owned by Instrumental Wealth

Riot Blockchain (RIOT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Core S&p500 Etf (IVV)
Pacer Fds Tr Developed Mrkt (ICOW)
Amplify Etf Tr Amplify Cybersec (HACK)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Gl Clean Ene Etf (ICLN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibds Dec28 Etf (IBDT)

View all positions for Instrumental Wealth

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