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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by HB 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 HB Wealth Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

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