iShares S&P 500 Index shares owned by HM Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HM Capital Management
from 13F filings
Historical chart of HM Capital Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by HM Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $444k | 1.2k | 358.35 |
| 2022-06-30 | $512k | 1.4k | 379.26 |
| 2022-03-31 | $612k | 1.4k | 453.33 |
| 2021-12-31 | $676k | 1.4k | 477.06 |
| 2021-09-30 | $582k | 1.4k | 431.11 |
| 2021-06-30 | $580k | 1.4k | 429.63 |
| 2021-03-31 | $537k | 1.4k | 397.78 |
| 2020-12-31 | $510k | 1.4k | 375.00 |
| 2020-09-30 | $459k | 1.4k | 336.26 |
| 2020-06-30 | $423k | 1.4k | 310.12 |
| 2020-03-31 | $366k | 1.4k | 258.47 |
| 2019-12-31 | $461k | 1.4k | 323.06 |
| 2019-09-30 | $443k | 1.5k | 298.52 |
| 2019-06-30 | $437k | 1.5k | 294.47 |
| 2019-03-31 | $422k | 1.5k | 284.37 |
| 2018-12-31 | $378k | 1.5k | 251.50 |
| 2018-09-30 | $434k | 1.5k | 292.65 |
| 2018-06-30 | $405k | 1.5k | 273.28 |
| 2018-03-31 | $393k | 1.5k | 265.18 |
| 2017-12-31 | $404k | 1.5k | 268.80 |
| 2017-09-30 | $380k | 1.5k | 252.83 |
| 2017-06-30 | $441k | 1.8k | 243.38 |
| 2017-03-31 | $435k | 1.8k | 237.32 |
| 2016-12-31 | $413k | 1.8k | 225.31 |
| 2016-09-30 | $468k | 2.2k | 216.67 |
| 2016-06-30 | $468k | 2.2k | 210.24 |
| 2016-03-31 | $463k | 2.2k | 208.00 |
| 2015-12-31 | $471k | 2.3k | 204.69 |
| 2015-09-30 | $455k | 2.4k | 192.15 |
| 2015-06-30 | $492k | 2.4k | 207.77 |
| 2015-03-31 | $592k | 2.8k | 207.94 |
| 2014-12-31 | $492k | 2.4k | 207.77 |
| 2014-09-30 | $624k | 3.1k | 199.17 |
| 2014-06-30 | $574k | 3.0k | 193.72 |
| 2014-03-31 | $557k | 3.0k | 187.99 |
| 2013-12-31 | $590k | 3.2k | 185.83 |
| 2013-09-30 | $528k | 3.1k | 168.96 |
| 2013-06-30 | $420k | 2.6k | 160.98 |
| 2013-03-31 | $408k | 2.6k | 157.65 |
| 2012-12-31 | $369k | 2.6k | 142.58 |
| 2012-06-30 | $417k | 3.0k | 136.86 |
| 2012-03-31 | $445k | 3.2k | 140.69 |
| 2011-09-30 | $323k | 2.8k | 113.53 |
| 2011-06-30 | $383k | 2.9k | 133.12 |
| 2011-03-31 | $411k | 3.1k | 133.18 |
| 2010-12-31 | $417k | 3.3k | 126.56 |