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

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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
2024-09-30 $304k 528 575.69
2024-06-30 $295k 528 558.93
2024-03-31 $284k 545 521.30
2023-12-31 $268k 559 478.53

More positions owned by Shotwell Rutter Baer

Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)

View all positions for Shotwell Rutter Baer

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