iShares S&P 500 Index shares owned by H&H Retirement Design & Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by H&H Retirement Design & Management
from 13F filings
Historical chart of H&H Retirement Design & Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by H&H Retirement Design & 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 H&H Retirement Design & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $722k | 1.1k | 684.69 |
| 2025-06-30 | $666k | 1.1k | 631.61 |
| 2025-03-31 | $203k | 394 | 516.12 |
| 2024-12-31 | $237k | 394 | 602.56 |
| 2024-09-30 | $226k | 388 | 582.19 |
| 2024-06-30 | $216k | 388 | 557.42 |
| 2022-12-31 | $2.4M | 6.0k | 400.39 |
| 2022-09-30 | $1.7M | 4.8k | 358.98 |
| 2022-06-30 | $1.8M | 4.4k | 413.06 |
| 2020-06-30 | $1.7M | 5.5k | 309.71 |
| 2020-03-31 | $1.2M | 4.5k | 258.36 |
More positions owned by H&H Retirement Design & Management
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