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iShares S&P 500 Index shares owned by Gilliland Jeter Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gilliland Jeter Wealth Management from 13F filings

Historical chart of Gilliland Jeter 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 Gilliland Jeter 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 Gilliland Jeter Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 5.4k 669.27
2025-06-30 $2.9M 4.7k 620.84
2025-03-31 $2.7M 4.8k 561.94
2024-12-31 $2.8M 4.7k 588.62
2024-09-30 $2.3M 4.0k 576.75
2024-06-30 $2.0M 3.7k 547.16
2024-03-31 $1.8M 3.5k 525.66
2023-12-31 $1.2M 2.5k 477.54