iShares S&P 500 Index shares owned by Goss Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Goss Wealth Management
from 13F filings
Historical chart of Goss Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Goss Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $472M | 705k | 669.30 |
| 2025-06-30 | $404M | 651k | 620.90 |
| 2025-03-31 | $459M | 816k | 561.90 |
| 2024-12-31 | $484M | 823k | 588.68 |
| 2024-09-30 | $432M | 749k | 576.82 |
| 2024-06-30 | $390M | 712k | 547.23 |
| 2024-03-31 | $339M | 644k | 525.73 |
| 2023-09-30 | $262M | 611k | 429.43 |
| 2023-06-30 | $231M | 517k | 445.71 |
| 2023-03-31 | $207M | 505k | 410.57 |
| 2022-12-31 | $50M | 523k | 96.33 |
| 2022-09-30 | $193M | 537k | 358.65 |
| 2022-06-30 | $196M | 518k | 379.15 |
| 2022-03-31 | $221M | 487k | 453.69 |
| 2021-12-31 | $200M | 420k | 476.99 |
| 2021-09-30 | $121M | 281k | 430.82 |
| 2021-06-30 | $117M | 271k | 429.92 |
| 2021-03-31 | $102M | 257k | 397.82 |
| 2020-12-31 | $100M | 267k | 375.39 |
| 2020-09-30 | $91M | 270k | 336.06 |
| 2020-06-30 | $71M | 229k | 309.69 |
| 2020-03-31 | $65M | 252k | 258.40 |
| 2019-12-31 | $76M | 236k | 323.24 |
| 2019-09-30 | $67M | 223k | 298.65 |
| 2019-06-30 | $58M | 195k | 294.75 |
| 2019-03-31 | $2.6M | 181k | 14.39 |
| 2018-12-31 | $36M | 142k | 251.61 |
| 2018-09-30 | $41M | 141k | 292.73 |
| 2018-06-30 | $30M | 111k | 273.82 |
| 2018-03-31 | $25M | 97k | 259.22 |
| 2017-12-31 | $24M | 88k | 275.94 |
| 2017-09-30 | $19M | 73k | 255.69 |
| 2017-06-30 | $10M | 42k | 243.94 |
| 2017-03-31 | $885k | 3.7k | 236.44 |
| 2016-12-31 | $725k | 3.2k | 228.35 |
| 2016-09-30 | $663k | 3.0k | 217.52 |