Ownership history in Gradient Capital Advisors, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital Advisors, LLC reported a position in ISHARES CORE S&P 500 ETF (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 | 52,144 | -352 | -0.7% | 9.20% | $35.7M | $683.12 |
| 2025 Q3 | ADDED | 52,496 | +248 | +0.5% | 9.42% | $35.1M | $665.17 |
| 2025 Q2 | ADDED | 52,248 | +618 | +1.2% | 9.58% | $32.4M | $615.21 |
| 2025 Q1 | ADDED | 51,630 | +1,251 | +2.5% | 9.47% | $29.0M | $555.02 |
| 2024 Q4 | ADDED | 50,379 | +204 | +0.4% | 9.56% | $29.7M | $579.67 |
| 2024 Q3 | REDUCED | 50,175 | -15 | -0.0% | 9.58% | $28.9M | $566.00 |
| 2024 Q2 | REDUCED | 50,190 | -1,968 | -3.8% | 9.82% | $27.5M | $534.89 |
| 2024 Q1 | REDUCED | 52,158 | -3,002 | -5.4% | 10.07% | $27.4M | $512.33 |
| 2023 Q4 | REDUCED | 55,160 | -880 | -1.6% | 10.03% | $26.3M | $463.98 |
| 2023 Q3 | REDUCED | 56,040 | -734 | -1.3% | 10.06% | $24.1M | $415.48 |
As of 2025 Q4 — sorted by position size