ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

JDM Financial Group LLC's Holding History (CIK: 0001960212)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,292 Value ($000) $14,584 Avg Close Range
Q3 2025
Shares 22,290 Value ($000) $14,919 Avg Close Range
Q2 2025
Shares 24,404 Value ($000) $15,152 Avg Close Range
Q1 2025
Shares 24,436 Value ($000) $13,731 Avg Close Range
Q4 2024
Shares 24,666 Value ($000) $14,520 Avg Close Range
Q3 2024
Shares 24,772 Value ($000) $14,289 Avg Close Range
Q2 2024
Shares 32,267 Value ($000) $17,658 Avg Close Range
Q1 2024
Shares 32,195 Value ($000) $16,926 Avg Close Range
Q4 2023
Shares 31,095 Value ($000) $14,852 Avg Close Range
Q3 2023
Shares 31,464 Value ($000) $13,512 Avg Close Range
Q2 2023
Shares 31,513 Value ($000) $14,046 Avg Close Range
Q1 2023
Shares 31,444 Value ($000) $12,926 Avg Close Range
Q4 2022
Shares 32,856 Value ($000) $12,624 Avg Close Range