iShares S&P 500 Growth Index shares owned by JMG Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by JMG Financial Group
from 13F filings
Historical chart of JMG Financial Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by JMG Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $882k | 10k | 84.44 |
| 2023-12-31 | $771k | 10k | 75.10 |
| 2023-09-30 | $2.2M | 32k | 68.42 |
| 2023-06-30 | $2.8M | 39k | 70.47 |
| 2023-03-31 | $2.5M | 39k | 63.89 |
| 2022-12-31 | $1.4M | 23k | 58.51 |
| 2022-09-30 | $504k | 8.7k | 57.83 |
| 2022-06-30 | $526k | 8.7k | 60.36 |
| 2022-03-31 | $789k | 10k | 76.39 |
| 2021-12-31 | $769k | 9.2k | 83.66 |
| 2021-09-30 | $679k | 9.2k | 73.87 |
| 2021-06-30 | $825k | 11k | 72.69 |
| 2021-03-31 | $796k | 12k | 65.11 |
| 2020-12-31 | $808k | 13k | 63.78 |
| 2020-09-30 | $732k | 3.2k | 231.13 |
| 2020-06-30 | $678k | 3.3k | 207.34 |
| 2020-03-31 | $540k | 3.3k | 165.14 |
| 2019-12-31 | $633k | 3.3k | 193.58 |
| 2019-09-30 | $614k | 3.4k | 179.90 |
| 2019-06-30 | $592k | 3.3k | 179.23 |
| 2019-03-31 | $569k | 3.3k | 172.27 |
| 2018-12-31 | $545k | 3.6k | 150.64 |
| 2018-09-30 | $641k | 3.6k | 177.17 |
| 2018-06-30 | $588k | 3.6k | 162.52 |
| 2018-03-31 | $561k | 3.6k | 155.06 |
| 2017-12-31 | $553k | 3.6k | 152.85 |
| 2017-09-30 | $474k | 3.3k | 143.51 |
| 2017-06-30 | $857k | 6.3k | 136.79 |
| 2017-03-31 | $998k | 7.6k | 131.49 |
| 2016-12-31 | $849k | 7.0k | 121.83 |
| 2016-09-30 | $848k | 7.0k | 121.68 |
| 2016-06-30 | $812k | 7.0k | 116.52 |
| 2016-03-31 | $778k | 6.7k | 115.89 |
| 2015-12-31 | $795k | 6.9k | 115.75 |
| 2015-09-30 | $539k | 5.0k | 107.76 |
| 2015-06-30 | $570k | 5.0k | 113.95 |
| 2015-03-31 | $552k | 4.8k | 113.88 |
| 2014-12-31 | $604k | 5.4k | 111.60 |
| 2014-09-30 | $619k | 5.8k | 106.85 |
| 2014-06-30 | $609k | 5.8k | 105.13 |
| 2014-03-31 | $578k | 5.8k | 99.78 |
| 2013-12-31 | $572k | 5.8k | 98.74 |
| 2013-09-30 | $518k | 5.8k | 89.42 |
| 2013-06-30 | $487k | 5.8k | 84.07 |
| 2013-03-31 | $705k | 8.6k | 82.43 |
| 2012-12-31 | $648k | 8.6k | 75.76 |
| 2012-09-30 | $671k | 8.6k | 77.86 |
| 2012-06-30 | $641k | 8.7k | 73.53 |
| 2012-03-31 | $657k | 8.7k | 75.36 |
| 2011-12-31 | $588k | 8.7k | 67.45 |
| 2011-09-30 | $534k | 8.7k | 61.25 |