Gitterman Wealth Management, LLC: IVV position timeline

Gitterman Wealth Management, LLC held 7,351 IVV shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 7,351 shares

   Change vs previous 13F -63 shares

   1.13% of the 13F portfolio, value $4,920,012.

   13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-06-30

   13F 7,414 shares

   Change vs previous 13F +66 shares

   1.07% of the 13F portfolio, value $4,603,117.

   13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 7,348 shares

   Change vs previous 13F +2 shares

   1.1% of the 13F portfolio, value $4,128,638.

   13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 7,346 shares

   Change vs previous 13F +2 shares

   1.81% of the 13F portfolio, value $4,324,412.

   13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 7,344 shares

   Change vs previous 13F +127 shares

   1.77% of the 13F portfolio, value $4,236,157.

   13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-06-30

   13F 7,217 shares

   Change vs previous 13F +1 shares

   1.52% of the 13F portfolio, value $3,949,433.

   13F-HR 0001172661-24-003220 filed by Gitterman Wealth Management, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-03-31

   13F 7,216 shares

   Change vs previous 13F +2 shares

   1.47% of the 13F portfolio, value $3,793,423.

   13F-HR 0001172661-24-002066 filed by Gitterman Wealth Management, LLC
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-12-31

   13F 7,214 shares

   Change vs previous 13F not available

   1.53% of the 13F portfolio, value $3,445,537.

   13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).