iShares S&P 500 Index shares owned by Aj Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aj Wealth Strategies
from 13F filings
Historical chart of Aj Wealth Strategies investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Aj Wealth Strategies 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 Aj Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $8.2M | 18k | 445.72 |
| 2023-03-31 | $7.6M | 19k | 411.08 |
| 2022-12-31 | $7.0M | 18k | 384.23 |
| 2022-09-30 | $4.7M | 13k | 358.68 |
| 2022-06-30 | $5.0M | 13k | 379.14 |
| 2022-03-31 | $6.0M | 13k | 453.72 |
| 2021-12-31 | $5.6M | 12k | 476.95 |
| 2021-09-30 | $5.2M | 12k | 430.85 |
| 2021-06-30 | $4.9M | 12k | 429.94 |
| 2021-03-31 | $4.5M | 11k | 397.79 |
| 2020-12-31 | $4.3M | 11k | 375.40 |
| 2020-09-30 | $4.0M | 12k | 336.08 |
| 2020-06-30 | $3.7M | 12k | 309.71 |
| 2020-03-31 | $3.5M | 14k | 258.40 |
| 2019-12-31 | $1.9M | 5.9k | 323.16 |
| 2019-09-30 | $1.8M | 6.0k | 298.44 |
| 2019-06-30 | $2.1M | 7.2k | 294.77 |
| 2019-03-31 | $2.1M | 7.4k | 284.58 |
| 2018-12-31 | $2.8M | 11k | 251.65 |
| 2018-09-30 | $236k | 805 | 293.17 |