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
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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
Download as csvQuarterly 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 |
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