Jdm Financial Group LLC’s Ishares Tr Position
Does Jdm Financial Group LLC own Ishares Tr (IVV)? Yes — 21.0K shares worth $14M (+5.29% of its 13F portfolio) as of Q1 2026, down from 21.3K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
21.0K
% of Portfolio
+5.29%
Quarters Held
14
currently held
Position History IVV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 21.0K | $14M | +5.29% |
| Q4 2025 | 21.3K | $15M | +5.66% |
| Q3 2025 | 22.3K | $15M | +6.25% |
| Q2 2025 | 24.4K | $15M | +7.15% |
| Q1 2025 | 24.4K | $14M | +6.97% |
| Q4 2024 | 24.7K | $15M | +7.55% |
| Q3 2024 | 24.8K | $14M | +7.77% |
| Q2 2024 | 32.3K | $18M | +11.93% |
| Q1 2024 | 32.2K | $17M | +12.34% |
| Q4 2023 | 31.1K | $15M | +12.32% |
| Q3 2023 | 31.5K | $14M | +12.46% |
| Q2 2023 | 31.5K | $14M | +12.20% |
| Q1 2023 | 31.4K | $13M | +11.91% |
| Q4 2022 | 32.9K | $13M | +12.08% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jdm Financial Group LLC’s full portfolio or all institutional holders of IVV.