iShares S&P 500 Index shares owned by Juncture Wealth Strategies
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Juncture Wealth Strategies
from 13F filings
Historical chart of Juncture Wealth Strategies investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Juncture Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $706k | 1.3k | 525.73 |
| 2023-12-31 | $646k | 1.4k | 477.63 |
| 2023-09-30 | $639k | 1.5k | 429.43 |
| 2023-06-30 | $670k | 1.5k | 445.71 |
| 2023-03-31 | $654k | 1.6k | 411.08 |
| 2022-12-31 | $610k | 1.6k | 384.21 |
| 2022-09-30 | $670k | 1.9k | 358.86 |
| 2022-06-30 | $462k | 1.2k | 379.00 |
| 2022-03-31 | $474k | 1.0k | 453.59 |
| 2021-12-31 | $484k | 1.0k | 476.85 |
| 2021-09-30 | $337k | 783 | 430.40 |
| 2021-06-30 | $635k | 1.4k | 444.68 |
More positions owned by Juncture Wealth Strategies
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