iShares S&P 500 Growth Index shares owned by JDM Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by JDM Financial Group
from 13F filings
Historical chart of JDM Financial Group investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by JDM Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $120k | 996 | 120.72 |
| 2025-06-30 | $110k | 996 | 110.10 |
| 2025-03-31 | $93k | 996 | 92.83 |
| 2024-12-31 | $101k | 996 | 101.53 |
| 2024-09-30 | $125k | 1.3k | 95.75 |
| 2024-03-31 | $110k | 1.3k | 84.44 |
| 2023-12-31 | $98k | 1.3k | 75.10 |
| 2023-09-30 | $89k | 1.3k | 68.42 |
| 2023-06-30 | $92k | 1.3k | 70.48 |
| 2023-03-31 | $83k | 1.3k | 63.89 |
| 2022-12-31 | $76k | 1.3k | 58.50 |