iShares S&P 500 Index shares owned by Harwood Advisory
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Harwood Advisory
from 13F filings
Historical chart of Harwood Advisory investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Harwood Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $561k | 837 | 669.62 |
| 2025-06-30 | $92k | 147 | 622.61 |
| 2025-03-31 | $163k | 277 | 589.60 |
| 2024-12-31 | $163k | 277 | 589.60 |
| 2024-09-30 | $2.2M | 3.8k | 576.78 |
| 2024-03-31 | $9.8M | 19k | 525.73 |
| 2023-12-31 | $9.7M | 20k | 477.63 |
| 2023-09-30 | $9.0M | 21k | 429.43 |
| 2023-06-30 | $9.6M | 22k | 444.95 |
| 2023-03-31 | $9.9M | 24k | 415.78 |
| 2022-12-31 | $12M | 29k | 400.36 |
| 2022-09-30 | $8.2M | 22k | 368.33 |
| 2022-06-30 | $10M | 25k | 410.34 |
| 2022-03-31 | $9.7M | 21k | 453.71 |
| 2021-12-31 | $8.0M | 18k | 448.69 |
| 2021-09-30 | $5.2M | 12k | 430.78 |
| 2021-06-30 | $3.5M | 8.1k | 429.89 |
| 2021-03-31 | $825k | 2.1k | 397.59 |
| 2020-06-30 | $219k | 710 | 308.45 |
| 2020-03-31 | $403k | 1.6k | 256.14 |
| 2019-12-31 | $600k | 1.9k | 323.10 |
| 2019-09-30 | $465k | 1.6k | 298.27 |
| 2019-06-30 | $505k | 1.7k | 294.98 |
| 2019-03-31 | $388k | 1.4k | 284.46 |
| 2018-12-31 | $306k | 1.2k | 252.06 |
| 2018-09-30 | $470k | 1.6k | 297.28 |
| 2018-06-30 | $478k | 1.7k | 286.23 |
| 2018-03-31 | $431k | 1.6k | 265.72 |
| 2017-12-31 | $1.6M | 6.0k | 268.96 |
| 2017-09-30 | $1.4M | 5.3k | 252.90 |
| 2017-06-30 | $1.1M | 4.4k | 243.35 |