iShares S&P 500 Index shares owned by Gray Private Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gray Private Wealth
from 13F filings
Historical chart of Gray Private Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Gray Private Wealth 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 Gray Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $90M | 134k | 669.30 |
| 2025-06-30 | $84M | 135k | 620.90 |
| 2025-03-31 | $75M | 134k | 561.90 |
| 2024-12-31 | $75M | 127k | 588.68 |
| 2024-09-30 | $74M | 129k | 576.82 |
| 2024-06-30 | $70M | 127k | 547.23 |
| 2024-03-31 | $67M | 126k | 525.73 |