iShares S&P 500 Index shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 29k | 477.63 |
| 2023-09-30 | $16M | 36k | 429.44 |
| 2023-06-30 | $13M | 30k | 445.73 |
| 2022-12-31 | $4.9M | 13k | 384.22 |
| 2022-09-30 | $5.7M | 16k | 358.66 |
| 2022-06-30 | $1.8M | 4.8k | 379.18 |
| 2022-03-31 | $8.7M | 19k | 453.70 |
| 2021-12-31 | $9.1M | 19k | 477.00 |
| 2021-09-30 | $125k | 52k | 2.41 |
| 2021-06-30 | $24M | 55k | 429.91 |
| 2021-03-31 | $7.1M | 18k | 397.82 |
| 2020-12-31 | $6.1M | 16k | 375.37 |
| 2020-09-30 | $6.0M | 18k | 336.08 |
| 2020-06-30 | $6.5M | 21k | 309.66 |
| 2020-03-31 | $4.3M | 15k | 293.12 |
| 2019-12-31 | $34M | 102k | 330.24 |
| 2019-09-30 | $31M | 103k | 294.92 |
| 2019-06-30 | $32M | 106k | 300.10 |
| 2019-03-31 | $31M | 110k | 284.56 |
| 2018-12-31 | $27M | 108k | 245.43 |
| 2018-09-30 | $41M | 138k | 292.73 |
| 2018-06-30 | $37M | 129k | 286.18 |
| 2018-03-31 | $38M | 142k | 265.63 |
| 2017-12-31 | $44M | 158k | 276.57 |
| 2017-09-30 | $64M | 250k | 256.34 |
| 2017-06-30 | $58M | 234k | 248.99 |
| 2017-03-31 | $52M | 220k | 236.68 |
| 2016-12-31 | $49M | 215k | 227.64 |
| 2016-09-30 | $46M | 213k | 214.90 |
| 2016-06-30 | $46M | 220k | 210.50 |
| 2016-03-31 | $38M | 186k | 205.26 |
| 2015-12-31 | $38M | 195k | 194.52 |
| 2015-09-30 | $32M | 165k | 192.71 |
| 2015-06-30 | $34M | 164k | 206.73 |
| 2015-03-31 | $32M | 155k | 207.83 |
| 2014-12-31 | $30M | 145k | 206.87 |