iShares S&P 500 Index shares owned by Gibbs Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gibbs Wealth Management
from 13F filings
Historical chart of Gibbs Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Gibbs Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Gibbs Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.0k | 669.31 |
| 2025-06-30 | $1.9M | 3.0k | 620.81 |
| 2025-03-31 | $1.4M | 2.5k | 561.90 |
| 2024-12-31 | $1.3M | 2.2k | 588.81 |
| 2024-09-30 | $1.2M | 2.0k | 576.96 |
| 2024-06-30 | $1.1M | 2.0k | 547.31 |
| 2024-03-31 | $494k | 939 | 525.97 |