Ownership history in Glassman Wealth Services · 44 quarters on record
This page tracks every 13F SEC filing in which Glassman Wealth Services reported a position in iShares S&P 500 (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 Q4 | REDUCED | 9,497 | -382 | -3.9% | 0.88% | $6.5M | $683.12 |
| 2025 Q3 | UNCHANGED | 9,879 | — | 0% | 0.93% | $6.6M | $665.17 |
| 2025 Q2 | REDUCED | 9,879 | -146 | -1.5% | 0.94% | $6.1M | $615.21 |
| 2025 Q1 | ADDED | 10,025 | +2,602 | +35.1% | 0.94% | $5.6M | $555.02 |
| 2024 Q4 | ADDED | 7,423 | +90 | +1.2% | 0.74% | $4.4M | $579.67 |
| 2024 Q3 | REDUCED | 7,333 | -200 | -2.7% | 0.72% | $4.2M | $566.00 |
| 2024 Q2 | REDUCED | 7,533 | -1,729 | -18.7% | 0.76% | $4.1M | $534.89 |
| 2024 Q1 | REDUCED | 9,262 | -33 | -0.4% | 0.98% | $4.9M | $512.33 |
| 2023 Q4 | REDUCED | 9,295 | -37 | -0.4% | 0.63% | $4.4M | $463.98 |
| 2023 Q3 | ADDED | 9,332 | +1,222 | +15.1% | 0.65% | $4.0M | $415.48 |
As of 2025 Q4 — sorted by position size