iShares S&P 500 Index shares owned by Gimbal Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gimbal Financial
from 13F filings
Historical chart of Gimbal Financial investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Gimbal Financial 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 Gimbal Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 40k | 669.30 |
| 2025-06-30 | $24M | 39k | 620.90 |
| 2025-03-31 | $17M | 30k | 561.90 |
| 2024-12-31 | $26M | 44k | 588.68 |
| 2024-09-30 | $25M | 43k | 582.03 |
| 2024-06-30 | $24M | 42k | 559.46 |
| 2024-03-31 | $22M | 42k | 525.74 |
| 2023-12-31 | $20M | 41k | 477.63 |