iShares S&P 500 Index shares owned by JMG Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 41k | 576.82 |
| 2024-06-30 | $23M | 41k | 547.23 |
| 2024-03-31 | $22M | 42k | 525.73 |
| 2023-12-31 | $20M | 42k | 477.64 |
| 2023-09-30 | $18M | 42k | 429.43 |
| 2023-06-30 | $19M | 42k | 445.70 |
| 2023-03-31 | $18M | 43k | 411.07 |
| 2022-12-31 | $16M | 43k | 384.21 |
| 2022-09-30 | $15M | 43k | 358.65 |
| 2022-06-30 | $15M | 40k | 379.14 |
| 2022-03-31 | $18M | 40k | 453.69 |
| 2021-12-31 | $19M | 40k | 476.99 |
| 2021-09-30 | $17M | 40k | 430.81 |
| 2021-06-30 | $17M | 39k | 429.92 |
| 2021-03-31 | $15M | 38k | 397.81 |
| 2020-12-31 | $15M | 39k | 375.40 |
| 2020-09-30 | $13M | 40k | 336.07 |
| 2020-06-30 | $13M | 41k | 309.70 |
| 2020-03-31 | $11M | 41k | 258.41 |
| 2019-12-31 | $10M | 31k | 323.24 |
| 2019-09-30 | $9.0M | 30k | 298.51 |
| 2019-06-30 | $9.2M | 31k | 294.74 |
| 2019-03-31 | $8.9M | 31k | 284.55 |
| 2018-12-31 | $8.1M | 32k | 251.62 |
| 2018-09-30 | $9.4M | 32k | 292.72 |
| 2018-06-30 | $8.6M | 31k | 273.04 |
| 2018-03-31 | $7.5M | 28k | 265.35 |
| 2017-12-31 | $7.6M | 28k | 268.84 |
| 2017-09-30 | $7.2M | 28k | 252.92 |
| 2017-06-30 | $7.8M | 32k | 243.41 |
| 2017-03-31 | $7.5M | 32k | 237.27 |
| 2016-12-31 | $6.8M | 30k | 224.98 |
| 2016-09-30 | $6.6M | 30k | 217.55 |
| 2016-06-30 | $6.4M | 31k | 210.49 |
| 2016-03-31 | $5.8M | 28k | 206.66 |
| 2015-12-31 | $5.8M | 28k | 204.86 |
| 2015-09-30 | $5.4M | 28k | 192.71 |
| 2015-06-30 | $5.8M | 28k | 207.21 |
| 2015-03-31 | $5.9M | 28k | 207.82 |
| 2014-12-31 | $5.7M | 28k | 206.87 |
| 2014-09-30 | $5.6M | 28k | 198.25 |
| 2014-06-30 | $5.6M | 28k | 196.99 |
| 2014-03-31 | $5.9M | 31k | 188.14 |
| 2013-12-31 | $5.9M | 32k | 185.66 |
| 2013-09-30 | $5.5M | 32k | 168.91 |
| 2013-06-30 | $5.3M | 33k | 160.87 |
| 2013-03-31 | $5.7M | 36k | 157.35 |
| 2012-12-31 | $5.6M | 39k | 143.14 |
| 2012-09-30 | $6.9M | 48k | 144.40 |
| 2012-06-30 | $6.7M | 49k | 136.75 |
| 2012-03-31 | $8.1M | 57k | 141.22 |
| 2011-12-31 | $7.4M | 58k | 125.96 |
| 2011-09-30 | $6.7M | 59k | 113.70 |
| 2011-06-30 | $7.8M | 59k | 132.42 |
| 2011-03-31 | $7.9M | 59k | 133.01 |