ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

JMG Financial Group, Ltd.'s Holding History (CIK: 0001314404)

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

Q4 2025
Shares 28,132 Value ($000) $3,468 Avg Close — Range —
Q3 2025
Shares 28,005 Value ($000) $3,381 Avg Close — Range —
Q2 2025
Shares 28,005 Value ($000) $3,083 Avg Close — Range —
Q1 2025
Shares 26,960 Value ($000) $2,503 Avg Close — Range —
Q4 2024
Shares 14,400 Value ($000) $1,462 Avg Close — Range —
Q3 2024
Shares 14,334 Value ($000) $1,372 Avg Close — Range —
Q2 2024
Shares 9,862 Value ($000) $913 Avg Close — Range —
Q1 2024
Shares 10,442 Value ($000) $882 Avg Close — Range —
Q4 2023
Shares 10,263 Value ($000) $771 Avg Close — Range —
Q3 2023
Shares 32,205 Value ($000) $2,203 Avg Close — Range —
Q2 2023
Shares 39,278 Value ($000) $3 Avg Close — Range —
Q1 2023
Shares 38,878 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 23,092 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 8,715 Value ($000) $504 Avg Close — Range —
Q2 2022
Shares 8,715 Value ($000) $526 Avg Close — Range —
Q1 2022
Shares 10,329 Value ($000) $789 Avg Close — Range —
Q4 2021
Shares 9,192 Value ($000) $769 Avg Close — Range —
Q3 2021
Shares 9,192 Value ($000) $679 Avg Close — Range —
Q2 2021
Shares 11,350 Value ($000) $825 Avg Close — Range —
Q1 2021
Shares 12,225 Value ($000) $796 Avg Close — Range —
Q4 2020
Shares 12,668 Value ($000) $808 Avg Close — Range —
Q3 2020
Shares 3,167 Value ($000) $732 Avg Close — Range —
Q2 2020
Shares 3,270 Value ($000) $678 Avg Close — Range —
Q1 2020
Shares 3,270 Value ($000) $540 Avg Close — Range —
Q4 2019
Shares 3,270 Value ($000) $633 Avg Close — Range —
Q3 2019
Shares 3,413 Value ($000) $614 Avg Close — Range —
Q2 2019
Shares 3,303 Value ($000) $592 Avg Close — Range —
Q1 2019
Shares 3,303 Value ($000) $569 Avg Close — Range —
Q4 2018
Shares 3,618 Value ($000) $545 Avg Close — Range —
Q3 2018
Shares 3,618 Value ($000) $641 Avg Close — Range —
Q2 2018
Shares 3,618 Value ($000) $588 Avg Close — Range —
Q1 2018
Shares 3,618 Value ($000) $561 Avg Close — Range —
Q4 2017
Shares 3,618 Value ($000) $553 Avg Close — Range —
Q3 2017
Shares 3,303 Value ($000) $474 Avg Close — Range —
Q2 2017
Shares 6,265 Value ($000) $857 Avg Close — Range —
Q1 2017
Shares 7,590 Value ($000) $998 Avg Close — Range —
Q4 2016
Shares 6,969 Value ($000) $849 Avg Close — Range —
Q3 2016
Shares 6,969 Value ($000) $848 Avg Close — Range —
Q2 2016
Shares 6,969 Value ($000) $812 Avg Close — Range —
Q1 2016
Shares 6,713 Value ($000) $778 Avg Close — Range —
Q4 2015
Shares 6,868 Value ($000) $795 Avg Close — Range —
Q3 2015
Shares 5,002 Value ($000) $539 Avg Close — Range —
Q2 2015
Shares 5,002 Value ($000) $570 Avg Close — Range —
Q1 2015
Shares 4,847 Value ($000) $552 Avg Close — Range —
Q4 2014
Shares 5,412 Value ($000) $604 Avg Close — Range —
Q3 2014
Shares 5,793 Value ($000) $619 Avg Close — Range —
Q2 2014
Shares 5,793 Value ($000) $609 Avg Close — Range —
Q1 2014
Shares 5,793 Value ($000) $578 Avg Close — Range —
Q4 2013
Shares 5,793 Value ($000) $572 Avg Close — Range —
Q3 2013
Shares 5,793 Value ($000) $518 Avg Close — Range —
Q2 2013
Shares 5,793 Value ($000) $487 Avg Close — Range —