iShares S&P 500 Index shares owned by JFG Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by JFG Wealth Management
from 13F filings
Historical chart of JFG Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by JFG 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 JFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 2.8k | 576.90 |
| 2024-06-30 | $891k | 1.6k | 547.36 |
| 2024-03-31 | $506k | 962 | 525.73 |
| 2023-12-31 | $261k | 546 | 477.63 |
| 2023-09-30 | $235k | 546 | 429.43 |
| 2023-06-30 | $243k | 546 | 445.71 |
| 2023-03-31 | $225k | 546 | 411.08 |
| 2022-12-31 | $1.5M | 3.8k | 384.21 |
| 2022-09-30 | $1.4M | 3.8k | 358.43 |
| 2022-06-30 | $1.5M | 3.8k | 379.09 |
| 2022-03-31 | $1.9M | 4.1k | 453.68 |