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 csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by CJM Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $296k | 443 | 668.54 |
| 2025-06-30 | $250k | 403 | 620.13 |
| 2025-03-31 | $230k | 409 | 562.27 |
| 2024-12-31 | $241k | 409 | 589.07 |
| 2024-09-30 | $236k | 409 | 577.20 |
| 2024-06-30 | $218k | 398 | 548.41 |
| 2024-03-31 | $209k | 398 | 525.73 |