iShares S&P 500 Index shares owned by 4J Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by 4J Wealth Management
from 13F filings
Historical chart of 4J Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by 4J Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 34k | 576.82 |
| 2024-06-30 | $18M | 33k | 547.23 |
| 2024-03-31 | $13M | 25k | 525.73 |
| 2023-12-31 | $12M | 25k | 477.63 |
| 2023-09-30 | $8.6M | 20k | 429.44 |
| 2023-06-30 | $7.6M | 17k | 445.72 |
| 2023-03-31 | $7.0M | 17k | 411.08 |
| 2022-12-31 | $6.6M | 17k | 384.21 |
| 2022-09-30 | $6.2M | 17k | 358.67 |
| 2022-06-30 | $6.4M | 17k | 379.17 |
| 2022-03-31 | $25M | 56k | 453.69 |
| 2021-12-31 | $24M | 51k | 477.00 |
| 2021-09-30 | $22M | 51k | 430.83 |
| 2021-06-30 | $22M | 50k | 429.93 |
| 2021-03-31 | $20M | 49k | 397.82 |
| 2020-12-31 | $19M | 51k | 375.38 |