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iShares S&P 500 Index shares owned by Dean, Jacobson Financial Services

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Dean, Jacobson Financial Services from 13F filings

Historical chart of Dean, Jacobson Financial Services investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Dean, Jacobson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Dean, Jacobson Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 392 576.82
2024-06-30 $215k 392 547.23
2024-03-31 $206k 392 525.73
2023-09-30 $241k 562 429.43
2023-06-30 $251k 562 445.71

More positions owned by Dean, Jacobson Financial Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Texas Pacific Land Corp (TPL)
Apple (AAPL)
Vaneck Etf Trust High Yld Munietf (HYD)
Exxon Mobil Corporation (XOM)
Microsoft Corporation (MSFT)
Ishares Tr U S Equity Factr (LRGF)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Home Depot (HD)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Dean, Jacobson Financial Services

Top funds holding iShares S&P 500 Index

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Bank of New York Mellon
Goldman Sachs Group
Royal Bank of Canada
Jones Financial Companies, L.L

View all funds holding iShares S&P 500 Index