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iShares S&P 500 Index shares owned by B.A. Schrock Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by B.A. Schrock Wealth Management from 13F filings

Historical chart of B.A. Schrock Wealth Management 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 B.A. Schrock Wealth Management 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 B.A. Schrock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $209k 272 767.38

More positions owned by B.A. Schrock Wealth Management

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Abbvie (ABBV)
Crowdstrike Hldgs Cl A (CRWD)
Micron Technology (MU)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Target Corporation (TGT)
NVIDIA Corporation (NVDA)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Uber Technologies (UBER)
Broadcom (AVGO)
Netflix (NFLX)

View all positions for B.A. Schrock Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Marshall Wace
Northwestern Mutual Wealth Management Company
Creative Planning
Bank of America Corporation
Jpmorgan Chase & Co
Wells Fargo & Company
Capula Management
Jones Financial Companies, L.L
NISA Investment Advisors
Citadel Advisors
Royal Bank of Canada
Pnc Financial Services
CalPERS

View all funds holding iShares S&P 500 Index