iShares S&P 500 Index shares owned by Gray Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Gray Wealth Management
from 13F filings
Historical chart of Gray Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Gray Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 31k | 477.63 |
| 2023-09-30 | $14M | 32k | 429.43 |
| 2023-06-30 | $14M | 31k | 445.71 |
| 2023-03-31 | $12M | 29k | 411.09 |
| 2022-12-31 | $11M | 28k | 384.21 |
| 2022-09-30 | $9.6M | 27k | 358.66 |
| 2022-06-30 | $10M | 27k | 379.16 |
| 2022-03-31 | $12M | 26k | 453.70 |
| 2021-12-31 | $12M | 26k | 476.98 |
| 2021-09-30 | $11M | 26k | 430.80 |
| 2021-06-30 | $11M | 25k | 429.93 |
| 2021-03-31 | $10M | 25k | 397.81 |
| 2020-12-31 | $9.4M | 25k | 375.62 |
| 2020-09-30 | $8.6M | 26k | 336.08 |
| 2020-06-30 | $8.0M | 26k | 309.93 |
| 2020-03-31 | $6.3M | 24k | 258.41 |