iShares S&P 500 Index shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.3M | 3.0k | 429.48 |
| 2023-06-30 | $1.7M | 3.7k | 445.75 |
| 2023-03-31 | $1.0M | 2.4k | 411.03 |
| 2022-12-31 | $695k | 1.8k | 384.19 |
| 2022-09-30 | $462k | 1.3k | 358.97 |
| 2022-06-30 | $708k | 1.9k | 379.02 |
| 2022-03-31 | $847k | 1.9k | 453.43 |
| 2021-12-31 | $909k | 1.9k | 477.17 |
| 2021-09-30 | $821k | 1.9k | 430.97 |
| 2021-06-30 | $791k | 1.8k | 429.89 |
| 2021-03-31 | $732k | 1.8k | 397.83 |
| 2020-12-31 | $716k | 1.9k | 375.26 |
| 2020-09-30 | $656k | 2.0k | 336.24 |
| 2020-06-30 | $554k | 1.8k | 309.50 |
| 2020-03-31 | $430k | 1.7k | 258.26 |
| 2019-12-31 | $363k | 1.1k | 334.87 |
| 2019-09-30 | $202k | 678 | 297.94 |