iShares S&P 500 Index shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 3.6k | 669.34 |
| 2025-06-30 | $2.3M | 3.6k | 621.03 |
| 2025-03-31 | $2.1M | 3.7k | 561.95 |
| 2024-12-31 | $2.2M | 3.8k | 588.67 |
| 2024-09-30 | $1.1M | 1.8k | 576.54 |
| 2024-06-30 | $2.1M | 3.8k | 547.35 |
| 2024-03-31 | $1.5M | 2.8k | 525.63 |
| 2023-12-31 | $434k | 907 | 478.07 |
| 2023-09-30 | $1.0M | 2.4k | 429.35 |
| 2023-06-30 | $1.1M | 2.5k | 445.62 |
| 2023-03-31 | $993k | 2.4k | 411.09 |
| 2022-12-31 | $925k | 2.4k | 384.14 |
| 2022-09-30 | $861k | 2.4k | 358.90 |
| 2022-06-30 | $871k | 2.3k | 379.19 |
| 2022-03-31 | $1.1M | 2.6k | 437.40 |
| 2021-12-31 | $1.2M | 2.6k | 476.86 |
More positions owned by Schrum Private Wealth Management
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