iShares S&P 500 Index shares owned by Gradient Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gradient Investments
from 13F filings
Historical chart of Gradient Investments investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Gradient Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 25k | 669.29 |
| 2025-06-30 | $13M | 21k | 620.89 |
| 2025-03-31 | $7.5M | 13k | 561.91 |
| 2024-12-31 | $267k | 454 | 588.93 |
| 2024-09-30 | $397k | 688 | 576.92 |
| 2024-06-30 | $1.9M | 3.5k | 547.24 |
| 2024-03-31 | $294k | 560 | 525.30 |
| 2023-12-31 | $895k | 1.9k | 477.57 |
| 2023-09-30 | $755k | 1.8k | 429.55 |
| 2023-06-30 | $755k | 1.7k | 445.61 |
| 2023-03-31 | $742k | 1.8k | 411.16 |
| 2022-12-31 | $756k | 2.0k | 384.21 |
| 2022-09-30 | $829k | 2.3k | 358.72 |
| 2022-06-30 | $853k | 2.3k | 379.11 |
| 2022-03-31 | $990k | 2.2k | 453.71 |
| 2021-12-31 | $955k | 2.0k | 476.78 |
| 2021-09-30 | $1.3M | 3.0k | 430.87 |
| 2021-06-30 | $1.3M | 3.0k | 430.00 |
| 2021-03-31 | $1.3M | 3.3k | 398.03 |
| 2020-12-31 | $1.4M | 4.1k | 336.12 |
| 2020-09-30 | $1.4M | 4.1k | 336.12 |
| 2020-06-30 | $686k | 2.2k | 309.85 |
| 2020-03-31 | $604k | 2.3k | 258.56 |
| 2019-12-31 | $442k | 1.4k | 323.10 |
| 2019-09-30 | $378k | 1.3k | 298.58 |
| 2019-06-30 | $355k | 1.2k | 294.61 |
| 2019-03-31 | $366k | 1.3k | 284.16 |
| 2018-12-31 | $714k | 2.8k | 251.59 |
| 2018-09-30 | $12M | 42k | 292.72 |
| 2018-06-30 | $13M | 46k | 273.04 |
| 2018-03-31 | $13M | 51k | 265.38 |
| 2017-12-31 | $58M | 217k | 268.85 |
| 2017-09-30 | $54M | 213k | 252.93 |
| 2017-06-30 | $49M | 199k | 243.41 |
| 2017-03-31 | $44M | 186k | 237.27 |
| 2016-12-31 | $241M | 1.1M | 224.99 |
| 2016-09-30 | $204M | 939k | 217.56 |
| 2016-06-30 | $51M | 240k | 210.50 |
| 2016-03-31 | $50M | 243k | 206.65 |
| 2015-12-31 | $49M | 237k | 204.87 |
| 2015-09-30 | $30M | 153k | 192.71 |
| 2015-06-30 | $31M | 149k | 207.22 |
| 2015-03-31 | $29M | 138k | 207.83 |
| 2014-12-31 | $21M | 102k | 206.87 |
| 2014-09-30 | $20M | 99k | 198.26 |
| 2014-06-30 | $18M | 90k | 197.00 |
| 2014-03-31 | $15M | 79k | 188.14 |
| 2013-12-31 | $13M | 68k | 185.65 |
| 2013-09-30 | $11M | 65k | 168.90 |
| 2013-06-30 | $8.7M | 54k | 160.88 |