iShares S&P 500 Index shares owned by JB Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by JB Capital
from 13F filings
Historical chart of JB Capital 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 JB Capital consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by JB Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $182M | 273k | 669.30 |
| 2025-06-30 | $156M | 251k | 620.90 |
| 2025-03-31 | $259M | 461k | 561.90 |
| 2024-12-31 | $291M | 495k | 588.68 |
| 2024-09-30 | $291M | 504k | 576.82 |
| 2024-06-30 | $296M | 540k | 547.23 |
| 2024-03-31 | $316M | 601k | 525.73 |
| 2023-12-31 | $369M | 773k | 477.63 |
| 2023-09-30 | $289M | 672k | 429.43 |
| 2023-06-30 | $240M | 539k | 445.71 |
| 2023-03-31 | $213M | 517k | 411.08 |
| 2022-12-31 | $199M | 518k | 384.21 |
| 2022-09-30 | $174M | 486k | 358.65 |
| 2022-06-30 | $172M | 453k | 379.15 |
| 2022-03-31 | $202M | 445k | 453.69 |
| 2021-12-31 | $131M | 275k | 476.99 |
| 2021-09-30 | $99M | 231k | 430.82 |