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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

Tip: Access up to 7 years of quarterly data

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
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