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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
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)
First Tr Exchange Traded Tech Alphadex (FXL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Accenture Plc Ireland Shs Class A (ACN)
American Water Works (AWK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Abbvie (ABBV)
First Tr Exchange Traded Indls Prod Dur (FXR)
First Tr Exchange Traded Hlth Care Alph (FXH)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Finls Alphadex (FXO)

View all positions for Schrum Private Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
LPL Financial
Wells Fargo & Company
UBS Group
Jones Financial Companies, L.L
Ameriprise Financial
Stifel Financial
Goldman Sachs Group
Envestnet Portfolio Solutions
CWM
Pnc Financial Services
BlackRock
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index