iShares S&P 500 Index shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Journey Strategic Wealth 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 Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $345M | 515k | 669.30 |
| 2025-06-30 | $319M | 514k | 620.90 |
| 2025-03-31 | $295M | 524k | 561.90 |
| 2024-12-31 | $289M | 491k | 588.68 |
| 2024-09-30 | $273M | 473k | 576.82 |
| 2024-06-30 | $256M | 468k | 547.23 |
| 2024-03-31 | $221M | 421k | 525.73 |
| 2023-12-31 | $187M | 391k | 477.63 |
| 2023-09-30 | $186M | 434k | 429.43 |
| 2023-06-30 | $193M | 434k | 445.71 |
| 2023-03-31 | $177M | 430k | 411.08 |
| 2022-12-31 | $164M | 427k | 384.21 |
| 2022-09-30 | $148M | 412k | 358.65 |
| 2022-06-30 | $155M | 409k | 379.15 |
| 2021-12-31 | $167M | 350k | 476.99 |