iShares S&P 500 Index shares owned by DHJJ Financial Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by DHJJ Financial Advisors
from 13F filings
Historical chart of DHJJ Financial Advisors 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 DHJJ Financial Advisors 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 DHJJ Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $927k | 1.4k | 669.30 |
| 2025-06-30 | $900k | 1.5k | 620.90 |
| 2025-03-31 | $850k | 1.5k | 561.90 |
| 2024-12-31 | $912k | 1.5k | 588.68 |
| 2024-09-30 | $894k | 1.5k | 576.82 |
| 2024-06-30 | $867k | 1.6k | 547.23 |
| 2024-03-31 | $133k | 252 | 525.73 |
| 2023-12-31 | $120k | 252 | 477.63 |
| 2023-09-30 | $108k | 252 | 429.43 |