iShares S&P 500 Index shares owned by Gitterman Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gitterman Wealth Management
from 13F filings
Historical chart of Gitterman Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Gitterman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 7.4k | 669.30 |
| 2025-06-30 | $4.6M | 7.4k | 620.87 |
| 2025-03-31 | $4.1M | 7.3k | 561.87 |
| 2024-12-31 | $4.3M | 7.3k | 588.68 |
| 2024-09-30 | $4.2M | 7.3k | 576.82 |
| 2024-06-30 | $3.9M | 7.2k | 547.24 |
| 2024-03-31 | $3.8M | 7.2k | 525.70 |
| 2023-09-30 | $3.1M | 7.2k | 429.44 |
| 2023-06-30 | $3.6M | 8.0k | 445.65 |
| 2023-03-31 | $3.7M | 9.0k | 410.99 |
| 2022-12-31 | $3.6M | 9.4k | 384.20 |
| 2022-09-30 | $3.7M | 10k | 358.50 |
| 2022-06-30 | $5.9M | 16k | 379.15 |
| 2022-03-31 | $7.7M | 17k | 453.66 |
| 2021-12-31 | $9.6M | 20k | 476.98 |
| 2021-09-30 | $12M | 27k | 430.80 |
| 2021-06-30 | $14M | 32k | 429.92 |
| 2021-03-31 | $35M | 88k | 397.82 |
More positions owned by Gitterman Wealth Management
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