iShares S&P 500 Index shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors 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 Gratus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Index by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 4.8k | 669.27 |
| 2025-06-30 | $3.0M | 4.8k | 620.84 |
| 2025-03-31 | $2.7M | 4.8k | 561.87 |
| 2024-12-31 | $2.9M | 4.9k | 588.72 |
| 2024-09-30 | $2.8M | 4.9k | 570.50 |
| 2024-06-30 | $2.7M | 4.9k | 551.99 |
| 2024-03-31 | $2.5M | 4.9k | 501.90 |
| 2023-12-31 | $2.2M | 4.5k | 477.59 |