iShares S&P 500 Value Index shares owned by JMG Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by JMG Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $995k | 5.0k | 197.18 |
| 2024-06-30 | $816k | 4.5k | 182.02 |
| 2024-03-31 | $911k | 4.9k | 186.82 |
| 2023-12-31 | $876k | 5.0k | 173.90 |
| 2023-09-30 | $555k | 3.6k | 153.85 |
| 2023-06-30 | $1.0M | 6.4k | 161.14 |
| 2023-03-31 | $800k | 5.3k | 151.83 |
| 2022-12-31 | $260k | 1.8k | 145.01 |
| 2022-09-30 | $324k | 2.5k | 128.47 |
| 2022-06-30 | $347k | 2.5k | 137.59 |
| 2022-03-31 | $301k | 1.9k | 155.96 |
| 2021-12-31 | $314k | 2.0k | 156.61 |
| 2021-09-30 | $292k | 2.0k | 145.64 |
| 2021-06-30 | $296k | 2.0k | 147.63 |
| 2021-03-31 | $311k | 2.2k | 141.04 |