iShares S&P 500 Index shares owned by Hotaling Investment Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hotaling Investment Management
from 13F filings
Historical chart of Hotaling Investment Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Hotaling Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $244k | 635 | 384.25 |
| 2022-09-30 | $228k | 635 | 359.06 |
| 2022-06-30 | $246k | 650 | 378.46 |
| 2022-03-31 | $295k | 650 | 453.85 |
| 2021-12-31 | $310k | 650 | 476.92 |
| 2021-09-30 | $280k | 650 | 430.77 |
| 2021-06-30 | $279k | 650 | 429.23 |
| 2021-03-31 | $259k | 650 | 398.46 |
| 2020-12-31 | $282k | 750 | 376.00 |
| 2020-09-30 | $272k | 810 | 335.80 |
| 2020-06-30 | $266k | 860 | 309.30 |
| 2020-03-31 | $222k | 860 | 258.14 |
| 2019-12-31 | $310k | 960 | 322.92 |
| 2019-09-30 | $294k | 985 | 298.48 |
| 2019-06-30 | $290k | 985 | 294.42 |
| 2019-03-31 | $294k | 1.0k | 284.88 |
| 2018-12-31 | $260k | 1.0k | 251.94 |
More positions owned by Hotaling Investment Management
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