iShares S&P 500 Index shares owned by Jordan Park Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Jordan Park Group
from 13F filings
Historical chart of Jordan Park Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Jordan Park Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $592k | 885 | 669.30 |
| 2023-09-30 | $980k | 2.3k | 429.43 |
| 2023-06-30 | $1.0M | 2.3k | 445.71 |
| 2023-03-31 | $1.1M | 2.6k | 411.08 |
| 2022-12-31 | $1.3M | 3.4k | 384.21 |
| 2022-09-30 | $1.2M | 3.4k | 358.62 |
| 2022-06-30 | $1.4M | 3.6k | 379.26 |
| 2022-03-31 | $1.8M | 4.0k | 453.81 |
| 2021-12-31 | $1.9M | 4.0k | 476.97 |
| 2021-09-30 | $1.7M | 4.0k | 430.91 |
| 2021-06-30 | $2.1M | 5.0k | 429.92 |
| 2019-12-31 | $221k | 685 | 322.63 |