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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
2024-03-31 $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)
JPMorgan Chase & Co. (JPM)
Accenture Plc Ireland Shs Class A (ACN)
Visa Com Cl A (V)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exchange Traded Indls Prod Dur (FXR)
Abbvie (ABBV)
American Water Works (AWK)
Vanguard World Inf Tech Etf (VGT)
First Tr Exchange Traded Hlth Care Alph (FXH)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)

View all positions for Schrum Private Wealth Management

Top funds holding iShares S&P 500 Growth Index

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

View all funds holding iShares S&P 500 Growth Index