iShares S&P 500 Index shares owned by Gould Asset Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gould Asset Management
from 13F filings
Historical chart of Gould Asset Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Gould Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 23k | 669.31 |
| 2025-06-30 | $14M | 23k | 620.90 |
| 2025-03-31 | $13M | 24k | 561.90 |
| 2024-12-31 | $14M | 24k | 588.67 |
| 2024-09-30 | $14M | 25k | 576.83 |
| 2024-06-30 | $14M | 25k | 547.23 |
| 2024-03-31 | $13M | 26k | 525.73 |
| 2023-12-31 | $13M | 26k | 477.63 |
| 2023-09-30 | $11M | 26k | 429.43 |
| 2023-06-30 | $12M | 28k | 445.71 |
| 2023-03-31 | $12M | 29k | 411.08 |
| 2022-12-31 | $11M | 28k | 384.21 |
| 2022-09-30 | $11M | 29k | 358.66 |
| 2022-06-30 | $11M | 29k | 379.14 |
| 2022-03-31 | $13M | 30k | 453.69 |
| 2021-12-31 | $14M | 30k | 477.00 |
| 2021-09-30 | $12M | 27k | 430.84 |
| 2021-06-30 | $11M | 26k | 429.93 |
| 2021-03-31 | $11M | 27k | 397.81 |
| 2020-12-31 | $10M | 27k | 375.39 |
| 2020-09-30 | $8.7M | 26k | 336.07 |
| 2020-06-30 | $8.5M | 28k | 309.70 |
| 2020-03-31 | $7.2M | 28k | 258.41 |
| 2019-12-31 | $10M | 32k | 323.23 |
| 2019-09-30 | $9.2M | 31k | 298.53 |
| 2019-06-30 | $9.8M | 33k | 294.75 |
| 2019-03-31 | $9.1M | 32k | 284.57 |
| 2018-12-31 | $7.9M | 31k | 251.62 |
| 2018-09-30 | $9.7M | 33k | 292.72 |
| 2018-06-30 | $9.6M | 35k | 273.04 |
| 2018-03-31 | $8.4M | 32k | 265.38 |
| 2017-12-31 | $11M | 39k | 268.86 |
| 2017-09-30 | $9.9M | 39k | 252.94 |
| 2017-06-30 | $9.3M | 38k | 243.42 |
| 2017-03-31 | $10M | 43k | 237.28 |
| 2016-12-31 | $9.4M | 42k | 224.99 |
| 2016-09-30 | $7.9M | 36k | 217.56 |
| 2016-06-30 | $9.2M | 44k | 210.49 |
| 2016-03-31 | $7.9M | 38k | 206.66 |
| 2015-12-31 | $7.9M | 39k | 204.87 |
| 2015-09-30 | $3.4M | 18k | 192.70 |
| 2015-06-30 | $5.4M | 26k | 207.22 |
| 2015-03-31 | $7.0M | 34k | 207.84 |
| 2014-12-31 | $7.2M | 35k | 206.87 |
| 2014-09-30 | $7.6M | 39k | 198.26 |
| 2014-06-30 | $5.9M | 30k | 197.00 |
| 2014-03-31 | $4.4M | 24k | 188.15 |
| 2013-12-31 | $1.9M | 10k | 185.69 |
| 2013-09-30 | $961k | 5.7k | 168.89 |
| 2013-06-30 | $662k | 4.1k | 160.87 |
| 2013-03-31 | $401k | 2.6k | 157.25 |
| 2012-06-30 | $280k | 2.1k | 136.59 |
| 2012-03-31 | $303k | 2.1k | 141.26 |
| 2011-09-30 | $243k | 2.1k | 113.55 |
| 2011-06-30 | $238k | 1.8k | 132.22 |
| 2011-03-31 | $274k | 2.1k | 133.01 |
| 2010-12-31 | $282k | 2.2k | 126.46 |