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iShares S&P 500 Index shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld 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 Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $547k 948 576.82
2024-06-30 $512k 935 547.23

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Proshares Tr S&p 500 Dv Arist (NOBL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Leuthold Fds Core Etf (LCR)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Astrazeneca Sponsored Adr (AZN)
Alphabet Cap Stk Cl C (GOOG)
Anthem (ELV)
Wal-Mart Stores (WMT)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
LPL Financial

View all funds holding iShares S&P 500 Index