iShares S&P 500 Index shares owned by GDS Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by GDS Wealth Management
from 13F filings
Historical chart of GDS Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by GDS Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by GDS Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.1k | 669.30 |
| 2025-06-30 | $3.9M | 6.2k | 620.90 |
| 2025-03-31 | $3.4M | 6.1k | 561.90 |
| 2024-12-31 | $20M | 34k | 588.68 |
| 2024-09-30 | $20M | 35k | 576.82 |
| 2024-06-30 | $19M | 34k | 547.23 |
| 2024-03-31 | $31M | 58k | 525.73 |
| 2023-12-31 | $28M | 59k | 477.63 |
| 2023-09-30 | $25M | 59k | 429.43 |
| 2023-06-30 | $25M | 57k | 445.71 |
| 2023-03-31 | $23M | 56k | 411.08 |
| 2022-12-31 | $23M | 60k | 384.21 |
| 2022-09-30 | $36M | 100k | 358.65 |
| 2022-06-30 | $36M | 95k | 379.15 |
| 2022-03-31 | $39M | 89k | 439.86 |
| 2021-12-31 | $42M | 87k | 476.99 |