iShares S&P 500 Index shares owned by HB Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $139M | 207k | 669.30 |
| 2025-06-30 | $125M | 202k | 620.90 |
| 2025-03-31 | $113M | 201k | 561.90 |
| 2024-12-31 | $106M | 180k | 588.68 |
| 2024-09-30 | $103M | 179k | 576.82 |
| 2024-06-30 | $94M | 173k | 547.23 |
| 2024-03-31 | $60M | 115k | 525.73 |
| 2023-12-31 | $54M | 112k | 477.64 |
| 2023-09-30 | $21M | 49k | 429.43 |
| 2023-06-30 | $21M | 47k | 445.71 |
| 2023-03-31 | $19M | 47k | 411.08 |
| 2022-12-31 | $20M | 51k | 384.21 |
| 2022-09-30 | $17M | 48k | 358.65 |
| 2022-06-30 | $19M | 50k | 379.15 |
| 2022-03-31 | $19M | 42k | 453.68 |
| 2021-12-31 | $19M | 39k | 476.99 |
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