iShares S&P 500 Index shares owned by JSF Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by JSF Financial
from 13F filings
Historical chart of JSF Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by JSF Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $82M | 141k | 576.82 |
| 2024-06-30 | $71M | 130k | 547.23 |
| 2024-03-31 | $76M | 144k | 525.73 |
| 2023-09-30 | $53M | 124k | 429.43 |
| 2023-06-30 | $44M | 99k | 445.71 |
| 2023-03-31 | $37M | 90k | 411.08 |
| 2022-12-31 | $40M | 104k | 384.21 |
| 2022-09-30 | $43M | 118k | 358.65 |
| 2022-06-30 | $49M | 130k | 379.15 |
| 2022-03-31 | $54M | 120k | 453.69 |
| 2021-12-31 | $47M | 98k | 476.99 |
| 2021-09-30 | $41M | 96k | 430.82 |
| 2021-06-30 | $41M | 95k | 429.92 |
| 2021-03-31 | $37M | 94k | 397.82 |
| 2020-12-31 | $35M | 93k | 375.39 |
| 2020-09-30 | $31M | 93k | 336.05 |
| 2020-06-30 | $31M | 100k | 309.69 |
| 2020-03-31 | $27M | 105k | 258.40 |
| 2019-12-31 | $29M | 89k | 323.24 |
| 2019-09-30 | $27M | 89k | 298.52 |
| 2019-06-30 | $26M | 89k | 294.74 |
| 2019-03-31 | $25M | 87k | 284.56 |
| 2018-12-31 | $23M | 89k | 251.61 |