iShares S&P 500 Index shares owned by Joule Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 1.5k | 685.02 |
| 2025-09-30 | $979k | 1.5k | 669.38 |
| 2025-06-30 | $1.2M | 2.0k | 620.95 |
| 2025-03-31 | $1.1M | 2.0k | 561.95 |
| 2024-12-31 | $1.2M | 2.0k | 588.73 |
| 2024-09-30 | $1.0M | 1.8k | 576.87 |
| 2024-06-30 | $967k | 1.8k | 547.28 |
| 2024-03-31 | $929k | 1.8k | 525.78 |
| 2023-12-31 | $868k | 1.8k | 477.67 |
| 2023-09-30 | $1.0M | 2.3k | 431.45 |
| 2023-06-30 | $567k | 1.3k | 445.77 |
| 2023-03-31 | $535k | 1.3k | 411.13 |
| 2022-12-31 | $490k | 1.3k | 384.26 |
| 2022-09-30 | $409k | 1.1k | 358.77 |
| 2022-06-30 | $432k | 1.1k | 378.95 |