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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
2024-03-31 $1.8M 3.5k 525.66
2023-12-31 $1.2M 2.5k 477.54

More positions owned by Gilliland Jeter Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Wal-Mart Stores (WMT)
Meta Platforms Incorporated Class A Cl A (META)
JPMorgan Chase & Co. (JPM)
Marathon Petroleum Corp (MPC)
At&t (T)
Caterpillar (CAT)
Merck & Co (MRK)
Chevron Corporation (CVX)
salesforce (CRM)

View all positions for Gilliland Jeter Wealth Management

Top funds holding iShares S&P 500 Index

Creative Planning
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Bank of America Corporation
Pnc Financial Services
Bank of New York Mellon
Jpmorgan Chase & Co
Millennium Management
First Command Advisory Services
Royal Bank of Canada
Wolverine Trading
Us Bancorp
Branch Banking & Trust Company
Envestnet Portfolio Solutions

View all funds holding iShares S&P 500 Index