iShares S&P 500 Index shares owned by JDM Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by JDM Financial Group
from 13F filings
Historical chart of JDM Financial Group 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 JDM Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by JDM Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 25k | 576.83 |
| 2024-03-31 | $17M | 32k | 525.73 |
| 2023-12-31 | $15M | 31k | 477.63 |
| 2023-09-30 | $14M | 32k | 429.43 |
| 2023-06-30 | $14M | 32k | 445.71 |
| 2023-03-31 | $13M | 31k | 411.08 |
| 2022-12-31 | $13M | 33k | 384.21 |