Ownership history in Gimbal Financial · 8 quarters on record
This page tracks every 13F SEC filing in which Gimbal Financial reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 39,564 | +378 | +1.0% | 15.90% | $26.5M | $665.17 |
| 2025 Q2 | ADDED | 39,186 | +9,073 | +30.1% | 14.95% | $24.3M | $615.21 |
| 2025 Q1 | REDUCED | 30,113 | -13,741 | -31.3% | 15.27% | $16.9M | $555.02 |
| 2024 Q4 | ADDED | 43,854 | +1,022 | +2.4% | 21.09% | $25.8M | $579.67 |
| 2024 Q3 | ADDED | 42,832 | +784 | +1.9% | 16.18% | $24.9M | $566.00 |
| 2024 Q2 | ADDED | 42,048 | +398 | +1.0% | 17.31% | $23.5M | $534.89 |
| 2024 Q1 | ADDED | 41,650 | +339 | +0.8% | 17.92% | $21.9M | $512.33 |
| 2023 Q4 | INITIATED | 41,311 | — | — | 19.79% | $19.7M | — |
As of 2025 Q4 — sorted by position size