iShares S&P 500 Index shares owned by LJI Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by LJI 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 LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $628k | 938 | 669.48 |
| 2025-06-30 | $725k | 1.2k | 620.77 |
| 2025-03-31 | $654k | 1.2k | 561.66 |
| 2024-12-31 | $799k | 1.4k | 588.68 |
| 2024-09-30 | $774k | 1.3k | 576.85 |
| 2024-06-30 | $1.1M | 2.0k | 547.34 |
| 2024-03-31 | $1.0M | 2.0k | 525.70 |
| 2023-09-30 | $732k | 1.7k | 429.38 |
| 2023-06-30 | $927k | 134k | 6.91 |
| 2023-03-31 | $960k | 2.3k | 410.99 |
| 2022-12-31 | $882k | 2.3k | 384.23 |