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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Gitterman 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 Gitterman Wealth Management

Quarter filed Position value Share count Share price at filing
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