iShares S&P 500 Index shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Hefty Wealth 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 Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $3.4M | 13k | 265.40 |
| 2017-12-31 | $2.8M | 11k | 268.84 |
| 2017-09-30 | $2.6M | 10k | 252.94 |
| 2017-06-30 | $2.5M | 10k | 243.41 |
| 2017-03-31 | $2.1M | 8.9k | 237.20 |
| 2016-12-31 | $2.0M | 9.0k | 224.94 |
| 2016-09-30 | $1.9M | 8.7k | 217.48 |
| 2016-06-30 | $1.7M | 8.1k | 210.48 |
| 2016-03-31 | $1.5M | 7.2k | 206.62 |
| 2015-12-31 | $3.0M | 15k | 204.83 |