Gilpin Wealth Management »

iShares S&P 500 Index shares owned by Gilpin Wealth Management

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

Historical chart of Gilpin 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 Gilpin Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P 500 Index by Gilpin Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.7M 5.7k 653.21

More positions owned by Gilpin Wealth Management

Ishares Tr Msci Usa Value (VLUE)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Series Trust State Street Spd (FLRN)
Apple (AAPL)
Ishares Tr Core 30/70 Conse (AOK)
Spdr Series Trust State Street Spd (SPIB)
Alphabet Cap Stk Cl A (GOOGL)
Fortinet (FTNT)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Gilpin Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index