iShares S&P 500 Index shares owned by Hassell Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hassell Wealth Management
from 13F filings
Historical chart of Hassell Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Hassell Wealth Management 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 Hassell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 657 | 669.61 |
| 2025-06-30 | $419k | 657 | 637.62 |
| 2025-03-31 | $373k | 689 | 541.64 |
| 2024-12-31 | $425k | 700 | 607.49 |
| 2024-09-30 | $400k | 700 | 571.24 |
| 2024-06-30 | $372k | 682 | 544.82 |
| 2024-03-31 | $354k | 697 | 508.17 |