iShares S&P 500 Index shares owned by JPL Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by JPL Wealth Management
from 13F filings
Historical chart of JPL Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by JPL 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 JPL Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $400k | 598 | 669.10 |
| 2025-06-30 | $371k | 598 | 620.55 |
| 2025-03-31 | $620k | 1.2k | 525.54 |
| 2024-12-31 | $448k | 761 | 588.94 |
| 2024-06-30 | $422k | 772 | 547.04 |
| 2024-03-31 | $438k | 833 | 525.46 |
| 2023-12-31 | $398k | 832 | 477.87 |