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iShares S&P 500 Index shares owned by Kiley Juergens Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Kiley Juergens Wealth Management from 13F filings

Historical chart of Kiley Juergens Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Kiley Juergens 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 Kiley Juergens Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $681k 1.0k 653.34
2018-09-30 $152k 520 292.31
2018-06-30 $141k 520 271.15
2017-12-31 $316k 1.2k 268.25