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iShares S&P 500 Index shares owned by Harrell Investment Partners

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Harrell Investment Partners from 13F filings

Historical chart of Harrell Investment Partners investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Harrell Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Harrell Investment Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $937k 1.4k 685.06
2025-09-30 $861k 1.3k 669.34
2025-06-30 $800k 1.3k 620.81
2025-03-31 $786k 1.4k 561.86
2024-12-31 $881k 1.5k 588.84
2024-09-30 $882k 1.5k 576.68
2024-06-30 $986k 1.8k 547.15
2024-03-31 $1.1M 2.2k 525.65
2023-12-31 $1.1M 2.2k 477.60
2023-09-30 $1.1M 2.6k 429.34
2023-06-30 $1.2M 2.7k 445.71
2023-03-31 $865k 2.1k 411.17
2022-12-31 $942k 2.5k 384.14
2022-09-30 $831k 2.3k 358.81