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Ishares shares owned by Jeppson Wealth Management

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Jeppson Wealth Management from 13F filings

Historical chart of Jeppson Wealth Management investment in Ishares

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All positions including Ishares held by Jeppson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares by Jeppson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 6.3k 34.27
2022-06-30 $207k 21k 9.87
2022-03-31 $351k 25k 14.21