Ownership history in Jackson Wealth Management, LLC · 44 quarters on record
This page tracks every 13F SEC filing in which Jackson Wealth Management, LLC reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 35,369 | +2,629 | +8.0% | 2.36% | $24.2M | $683.12 |
| 2025 Q3 | ADDED | 32,740 | +18 | +0.1% | 2.19% | $21.9M | $665.17 |
| 2025 Q2 | ADDED | 32,722 | +227 | +0.7% | 2.21% | $20.3M | $615.21 |
| 2025 Q1 | REDUCED | 32,495 | -79 | -0.2% | 2.22% | $18.3M | $555.02 |
| 2024 Q4 | ADDED | 32,574 | +4,111 | +14.4% | 2.17% | $19.2M | $579.67 |
| 2024 Q3 | ADDED | 28,463 | +12,248 | +75.5% | 1.96% | $16.4M | $566.00 |
| 2024 Q2 | REDUCED | 16,215 | -13,495 | -45.4% | 1.90% | $8.9M | $534.89 |
| 2024 Q1 | ADDED | 29,710 | +805 | +2.8% | 1.95% | $15.6M | $512.33 |
| 2023 Q4 | REDUCED | 28,905 | -7,389 | -20.4% | 1.82% | $13.8M | $463.98 |
| 2023 Q3 | ADDED | 36,294 | +6,242 | +20.8% | 2.23% | $15.6M | $415.48 |
As of 2025 Q4 — sorted by position size