CJM Wealth Advisers »

iShares S&P 500 Index shares owned by CJM Wealth Advisers

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by CJM Wealth Advisers from 13F filings

Historical chart of CJM Wealth Advisers investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by CJM Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by CJM Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 409 577.20
2024-06-30 $218k 398 548.41
2024-03-31 $209k 398 525.73

More positions owned by CJM Wealth Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Rus 1000 Grw Etf (IWF)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for CJM Wealth Advisers

Top funds holding iShares S&P 500 Index

BlackRock
BlackRock
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Bank of America Corporation
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Wells Fargo & Company
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index