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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
2024-03-31 $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)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Texas Pacific Land Corp (TPL)
Fs Credit Opportunities Corp Common Stock (FSCO)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Fs Kkr Capital Corp (FSK)
Ishares Tr U S Equity Factr (LRGF)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Dean, Jacobson Financial Services

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