iShares S&P 500 Index shares owned by ZWJ Investment Counsel
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by ZWJ Investment Counsel
from 13F filings
Historical chart of ZWJ Investment Counsel investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by ZWJ Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.2M | 6.3k | 669.30 |
| 2025-06-30 | $3.7M | 5.9k | 620.90 |
| 2025-03-31 | $3.7M | 6.5k | 561.90 |
| 2024-12-31 | $3.8M | 6.5k | 588.68 |
| 2024-09-30 | $4.8M | 8.4k | 576.82 |
| 2024-06-30 | $5.8M | 11k | 547.23 |
| 2024-03-31 | $5.6M | 11k | 525.73 |
| 2023-12-31 | $4.1M | 8.6k | 477.63 |
| 2023-09-30 | $3.7M | 8.7k | 429.43 |
| 2023-06-30 | $3.7M | 8.3k | 445.71 |
| 2023-03-31 | $3.2M | 7.9k | 411.07 |
| 2022-12-31 | $1.9M | 5.1k | 384.21 |
| 2022-09-30 | $1.3M | 3.6k | 358.73 |
| 2022-06-30 | $1.4M | 3.6k | 379.14 |
| 2022-03-31 | $1.6M | 3.6k | 453.69 |
| 2021-12-31 | $2.1M | 4.5k | 476.95 |
| 2021-09-30 | $2.0M | 4.7k | 430.90 |
| 2021-06-30 | $2.0M | 4.7k | 430.04 |
| 2021-03-31 | $1.9M | 4.7k | 397.90 |
| 2020-12-31 | $1.8M | 4.8k | 375.39 |
| 2020-09-30 | $1.5M | 4.4k | 336.06 |
| 2020-06-30 | $1.4M | 4.4k | 309.74 |
| 2020-03-31 | $1.7M | 6.5k | 258.37 |
| 2019-12-31 | $2.1M | 6.6k | 323.25 |
| 2019-09-30 | $1.1M | 3.5k | 298.50 |
| 2019-06-30 | $1.5M | 4.9k | 294.65 |
| 2019-03-31 | $1.4M | 4.9k | 284.51 |
| 2018-12-31 | $1.2M | 4.9k | 251.67 |
| 2018-09-30 | $1.4M | 4.7k | 292.65 |
| 2018-06-30 | $1.3M | 4.7k | 273.07 |
| 2018-03-31 | $1.4M | 5.4k | 265.42 |
| 2017-12-31 | $4.7M | 17k | 268.84 |
| 2017-09-30 | $5.8M | 23k | 252.92 |
| 2017-06-30 | $5.6M | 23k | 243.40 |
| 2017-03-31 | $5.4M | 23k | 237.26 |