iShares S&P 500 Index shares owned by Johnson & White Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Johnson & White Wealth Management
from 13F filings
Historical chart of Johnson & White Wealth Management 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 Johnson & White Wealth Management 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 Johnson & White Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 3.1k | 669.17 |
| 2025-06-30 | $1.9M | 3.1k | 621.07 |
| 2025-03-31 | $1.7M | 3.1k | 561.87 |
| 2024-12-31 | $1.8M | 3.0k | 587.36 |
| 2024-03-31 | $1.6M | 3.0k | 525.53 |
| 2023-12-31 | $1.3M | 2.7k | 477.75 |
| 2023-09-30 | $1.1M | 2.5k | 429.60 |
| 2023-03-31 | $1.1M | 2.6k | 411.25 |
| 2022-12-31 | $3.6M | 56k | 63.75 |
| 2022-09-30 | $958k | 2.7k | 358.53 |
More positions owned by Johnson & White Wealth Management
View all positions for Johnson & White Wealth Management