iShares S&P 500 Index shares owned by Hilltop Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hilltop Wealth Advisors
from 13F filings
Historical chart of Hilltop Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Hilltop Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $20M | 34k | 588.67 |
| 2024-09-30 | $20M | 35k | 576.83 |
| 2024-06-30 | $19M | 35k | 547.24 |
| 2024-03-31 | $19M | 36k | 525.72 |
| 2023-12-31 | $19M | 40k | 477.63 |
| 2023-09-30 | $17M | 39k | 429.43 |
| 2023-06-30 | $20M | 44k | 445.71 |
| 2023-03-31 | $18M | 43k | 411.08 |
| 2022-12-31 | $16M | 42k | 384.21 |
| 2022-09-30 | $246k | 687 | 358.08 |
| 2022-06-30 | $260k | 687 | 378.46 |
| 2022-03-31 | $311k | 687 | 452.69 |
| 2021-12-31 | $365k | 766 | 476.50 |
| 2021-09-30 | $330k | 766 | 430.81 |
| 2021-06-30 | $352k | 820 | 429.27 |
| 2021-03-31 | $326k | 820 | 397.56 |
| 2020-12-31 | $315k | 840 | 375.00 |
| 2020-09-30 | $282k | 840 | 335.71 |
| 2020-06-30 | $260k | 840 | 309.52 |
| 2020-03-31 | $301k | 1.2k | 257.93 |
| 2019-12-31 | $380k | 1.2k | 323.68 |