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iShares S&P 500 Growth Index shares owned by Schrum Private Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Schrum Private Wealth Management from 13F filings

Historical chart of Schrum Private Wealth Management investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth Index held by Schrum Private 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 Growth Index by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $391k 3.2k 120.72
2025-06-30 $356k 3.2k 110.11
2025-03-31 $272k 2.9k 92.82
2024-12-31 $310k 3.1k 101.52
2024-09-30 $561k 5.9k 95.76
2024-06-30 $237k 2.6k 92.54
2024-03-31 $217k 2.6k 84.44
2021-12-31 $201k 2.4k 83.75

More positions owned by Schrum Private Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Tech Alphadex (FXL)
Spdr Series Trust Portfolio S&p500 (SPLG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Abbvie (ABBV)
Ishares Tr Core S&p500 Etf (IVV)
Oracle Corporation (ORCL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Visa Com Cl A (V)
Vanguard World Inf Tech Etf (VGT)

View all positions for Schrum Private Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation
Fil

View all funds holding iShares S&P 500 Growth Index