iShares S&P 500 Index shares owned by Jacobus Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Jacobus Wealth Management
from 13F filings
Historical chart of Jacobus Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Jacobus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2017-09-30 | $2.8M | 11k | 252.92 |
| 2017-06-30 | $2.7M | 11k | 243.40 |
| 2017-03-31 | $2.2M | 9.4k | 237.32 |
| 2016-12-31 | $2.1M | 9.3k | 225.01 |
| 2016-09-30 | $1.5M | 7.0k | 217.63 |
| 2016-06-30 | $1.5M | 7.0k | 210.50 |
| 2016-03-31 | $1.4M | 7.0k | 206.65 |
| 2015-12-31 | $1.4M | 7.0k | 204.93 |
| 2015-09-30 | $1.4M | 7.0k | 192.67 |
| 2015-06-30 | $1.5M | 7.0k | 207.22 |
| 2015-03-31 | $1.5M | 7.0k | 207.79 |
| 2014-12-31 | $1.5M | 7.0k | 206.93 |
| 2014-09-30 | $1.4M | 7.0k | 198.23 |
| 2014-06-30 | $1.4M | 7.0k | 196.95 |
| 2014-03-31 | $1.3M | 6.9k | 188.18 |
| 2013-12-31 | $1.3M | 6.9k | 185.58 |
| 2013-09-30 | $1.2M | 6.9k | 168.87 |
| 2013-06-30 | $1.1M | 6.9k | 160.87 |
| 2013-03-31 | $1.1M | 6.9k | 157.38 |
| 2012-12-31 | $984k | 6.9k | 143.13 |
| 2012-09-30 | $993k | 6.9k | 144.44 |
| 2012-06-30 | $1.6M | 12k | 136.72 |
| 2012-03-31 | $1.4M | 9.9k | 141.18 |
| 2011-12-31 | $1.3M | 9.9k | 125.99 |
| 2011-09-30 | $1.1M | 9.9k | 113.73 |
| 2011-06-30 | $1.3M | 9.9k | 132.43 |
| 2011-03-31 | $1.3M | 9.9k | 133.03 |