iShares S&P 500 Index shares owned by SJA Financial Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by SJA Financial Advisory
from 13F filings
Historical chart of SJA Financial Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by SJA Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 24k | 669.30 |
| 2025-06-30 | $16M | 25k | 620.90 |
| 2025-03-31 | $14M | 24k | 561.91 |
| 2024-12-31 | $15M | 25k | 588.68 |
| 2024-09-30 | $15M | 26k | 576.83 |
| 2024-06-30 | $15M | 27k | 547.24 |
| 2024-03-31 | $14M | 27k | 525.72 |
| 2023-12-31 | $13M | 28k | 477.63 |
| 2023-09-30 | $12M | 29k | 429.42 |
| 2023-06-30 | $13M | 30k | 445.71 |
| 2023-03-31 | $13M | 30k | 411.08 |
| 2022-12-31 | $12M | 30k | 384.22 |
| 2022-09-30 | $11M | 32k | 358.65 |
| 2022-06-30 | $12M | 32k | 379.16 |
| 2022-03-31 | $15M | 33k | 453.69 |
| 2021-12-31 | $16M | 33k | 476.99 |
| 2021-09-30 | $14M | 34k | 430.84 |
| 2021-06-30 | $15M | 34k | 429.94 |
| 2021-03-31 | $14M | 35k | 397.82 |
| 2020-12-31 | $13M | 35k | 375.39 |
| 2020-09-30 | $12M | 36k | 336.07 |
| 2020-06-30 | $12M | 39k | 309.69 |
| 2020-03-31 | $11M | 43k | 258.41 |
| 2019-12-31 | $14M | 43k | 323.25 |
| 2019-09-30 | $13M | 45k | 298.52 |
| 2019-06-30 | $14M | 46k | 294.76 |
| 2019-03-31 | $13M | 47k | 284.56 |
| 2018-12-31 | $12M | 47k | 251.61 |
| 2018-09-30 | $13M | 45k | 292.74 |
| 2018-06-30 | $13M | 47k | 273.05 |
| 2018-03-31 | $13M | 47k | 265.38 |
| 2017-12-31 | $13M | 49k | 268.86 |