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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

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Quarterly reported holdings in iShares S&P 500 Index by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
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

Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Ishares Tr Intl Sel Div Etf (IDV)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Apple (AAPL)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

View all positions for Johnson & White Wealth Management

Top funds holding iShares S&P 500 Index

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Envestnet Portfolio Solutions

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