Shotwell Rutter Baer »

iShares S&P 500 Index shares owned by Shotwell Rutter Baer

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shotwell Rutter Baer from 13F filings

Historical chart of Shotwell Rutter Baer investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Shotwell Rutter Baer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Shotwell Rutter Baer

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 545 521.30
2023-12-31 $268k 559 478.53

More positions owned by Shotwell Rutter Baer

American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Esg Aw Msci Eafe (ESGD)
White Mountains Insurance Gp (WTM)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust World Ex Us Core (DFAX)
International Business Machines (IBM)
Ishares Esg Awr Msci Em (ESGE)

View all positions for Shotwell Rutter Baer

Top funds holding iShares S&P 500 Index

BlackRock
Jpmorgan Chase & Co
Creative Planning
Goldman Sachs Group
Marshall Wace
Wells Fargo & Company
Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Millennium Management
LPL Financial
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Branch Banking & Trust Company

View all funds holding iShares S&P 500 Index