iShares S&P 500 Index shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 8.4k | 669.27 |
| 2025-06-30 | $5.0M | 8.1k | 620.93 |
| 2025-03-31 | $4.6M | 8.2k | 561.91 |
| 2024-12-31 | $4.9M | 8.3k | 588.71 |
| 2024-09-30 | $4.6M | 8.0k | 576.82 |
| 2024-06-30 | $4.0M | 7.3k | 547.23 |
| 2024-03-31 | $3.3M | 6.2k | 525.71 |
| 2023-12-31 | $2.9M | 6.1k | 477.60 |
| 2023-09-30 | $2.5M | 5.8k | 429.41 |
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