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
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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 |
|---|---|---|---|
| 2025-09-30 | $617k | 922 | 669.30 |
| 2025-06-30 | $573k | 922 | 620.90 |
| 2025-03-31 | $727k | 1.3k | 561.90 |
| 2024-12-31 | $1.2M | 2.0k | 588.68 |
| 2024-09-30 | $547k | 948 | 576.82 |
| 2024-06-30 | $512k | 935 | 547.23 |
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