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

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

Historical chart of GK 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 GK 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 GK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $710k 1.1k 669.63
2025-06-30 $657k 1.1k 621.11
2025-03-31 $665k 1.2k 561.71
2024-12-31 $686k 1.2k 588.54

More positions owned by GK Wealth Management

Lithium Amers Corp Com Shs (LAC)
Amazon (AMZN)
Tesla Motors (TSLA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ishares Silver Tr Ishares (SLV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Meta Platforms Cl A (META)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Fidelity Wise Origin Bitcoin SHS (FBTC)

View all positions for GK Wealth Management

Top funds holding iShares S&P 500 Index

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

View all funds holding iShares S&P 500 Index