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iShares S&P 500 Index shares owned by Shum Financial Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Shum Financial Group from 13F filings

Historical chart of Shum Financial Group 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 Shum Financial Group 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 Shum Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $387k 579 668.97
2025-03-31 $349k 621 561.61
2024-12-31 $365k 621 588.34
2024-09-30 $360k 621 579.13

More positions owned by Shum Financial Group

Ishares Tr Eafe Value Etf (EFV)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Series Trust S&p Divid Etf (SDY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Portfolio S&p400 (SPMD)
Home Depot (HD)

View all positions for Shum Financial Group

Top funds holding iShares S&P 500 Index

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Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index