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iShares S&P 500 Index shares owned by Jackson Thornton Asset Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Jackson Thornton Asset Management from 13F filings

Historical chart of Jackson Thornton Asset Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Jackson Thornton Asset Management 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 Jackson Thornton Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $818k 1.2k 676.42
2025-06-30 $727k 1.2k 623.33
2025-03-31 $256k 485 528.67
2023-12-31 $343k 719 477.63