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iShares S&P 500 Index shares owned by Jacksonville Wealth Management

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

Historical chart of Jacksonville Wealth 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 Jacksonville Wealth 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 Jacksonville Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $608k 908 669.30
2025-06-30 $564k 908 620.90
2025-03-31 $510k 908 561.90

More positions owned by Jacksonville Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Spdr Series Trust Portfolio S&p400 (SPMD)
Axon Enterprise (AXON)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Deere & Company (DE)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Netflix (NFLX)
Home Depot (HD)

View all positions for Jacksonville Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Morgan Stanley
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
NISA Investment Advisors
Capula Management

View all funds holding iShares S&P 500 Index