iShares S&P 500 Index shares owned by WJ Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by WJ Wealth Management
from 13F filings
Historical chart of WJ Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 3.5k | 684.96 |
| 2025-09-30 | $4.6M | 6.9k | 669.32 |
| 2025-06-30 | $4.3M | 6.9k | 620.92 |
| 2025-03-31 | $4.2M | 7.5k | 561.92 |
| 2024-12-31 | $4.7M | 7.9k | 588.70 |
| 2024-09-30 | $4.6M | 8.0k | 576.84 |
| 2024-06-30 | $4.2M | 7.7k | 547.25 |
| 2024-03-31 | $4.1M | 7.7k | 525.75 |
| 2023-12-31 | $3.7M | 7.8k | 477.64 |
| 2023-09-30 | $3.4M | 7.8k | 429.44 |
| 2023-06-30 | $3.5M | 7.8k | 445.72 |
| 2023-03-31 | $1.6M | 3.9k | 411.09 |
| 2022-12-31 | $3.4M | 8.9k | 384.22 |
| 2022-09-30 | $3.4M | 9.5k | 359.13 |
| 2022-06-30 | $3.7M | 9.8k | 378.79 |
| 2022-03-31 | $2.6M | 5.7k | 453.20 |
| 2021-12-31 | $16M | 33k | 477.05 |
| 2021-09-30 | $9.4M | 22k | 430.46 |
| 2021-06-30 | $2.5M | 5.7k | 429.87 |
| 2021-03-31 | $2.3M | 5.9k | 397.79 |
| 2020-12-31 | $2.3M | 6.1k | 375.39 |
| 2020-09-30 | $2.2M | 6.5k | 336.05 |
| 2020-06-30 | $5.6M | 18k | 309.27 |
| 2020-03-31 | $2.8M | 11k | 258.38 |
| 2019-12-31 | $4.7M | 15k | 323.24 |