iShares S&P 500 Index shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Gradient Capital Advisors 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 Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $27M | 52k | 525.73 |
| 2023-12-31 | $26M | 55k | 477.63 |
| 2023-09-30 | $24M | 56k | 429.43 |
| 2023-06-30 | $25M | 57k | 445.71 |
| 2023-03-31 | $23M | 57k | 411.08 |
| 2022-12-31 | $22M | 56k | 384.21 |
| 2022-09-30 | $20M | 55k | 358.65 |
| 2022-06-30 | $22M | 57k | 379.14 |
| 2022-03-31 | $24M | 53k | 453.69 |
| 2021-12-31 | $25M | 52k | 476.98 |
| 2021-09-30 | $23M | 53k | 430.82 |
| 2021-06-30 | $23M | 53k | 429.92 |
| 2021-03-31 | $21M | 52k | 397.82 |
| 2020-12-31 | $19M | 50k | 375.40 |
| 2020-09-30 | $18M | 53k | 336.07 |
| 2020-06-30 | $18M | 58k | 309.70 |
| 2020-03-31 | $16M | 62k | 258.40 |
| 2019-12-31 | $14M | 43k | 323.23 |
| 2019-09-30 | $13M | 43k | 298.51 |
| 2019-06-30 | $12M | 41k | 294.75 |
| 2019-03-31 | $12M | 41k | 284.56 |
| 2018-12-31 | $11M | 43k | 251.62 |
| 2018-09-30 | $12M | 40k | 292.72 |
| 2018-06-30 | $11M | 41k | 273.04 |
| 2018-03-31 | $11M | 40k | 265.38 |
| 2017-12-31 | $11M | 41k | 268.85 |