iShares S&P 500 Index shares owned by HMS Capital Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HMS Capital Management
from 13F filings
Historical chart of HMS Capital Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by HMS Capital 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 HMS Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $693k | 1.0k | 669.30 |
| 2025-06-30 | $656k | 1.1k | 620.90 |
| 2024-12-31 | $633k | 1.1k | 588.68 |
| 2024-09-30 | $621k | 1.1k | 576.82 |
| 2024-06-30 | $589k | 1.1k | 547.23 |
| 2024-03-31 | $566k | 1.1k | 525.73 |
| 2023-12-31 | $519k | 1.1k | 477.63 |
| 2023-09-30 | $485k | 1.1k | 429.43 |
| 2023-06-30 | $503k | 1.1k | 445.71 |
| 2023-03-31 | $497k | 1.2k | 411.08 |
| 2022-12-31 | $631k | 1.6k | 384.21 |
| 2022-09-30 | $431k | 1.2k | 358.57 |
| 2022-06-30 | $456k | 1.2k | 379.37 |
| 2022-03-31 | $545k | 1.2k | 453.41 |
| 2021-12-31 | $573k | 1.2k | 476.71 |
| 2021-09-30 | $518k | 1.2k | 430.95 |
| 2021-06-30 | $517k | 1.2k | 430.12 |
| 2021-03-31 | $434k | 1.1k | 398.17 |
| 2020-12-31 | $409k | 1.1k | 375.23 |
| 2020-09-30 | $366k | 1.1k | 335.78 |
| 2020-06-30 | $338k | 1.1k | 310.09 |
| 2020-03-31 | $282k | 1.1k | 258.72 |
| 2019-12-31 | $352k | 1.1k | 322.94 |
| 2019-09-30 | $325k | 1.1k | 298.17 |
| 2019-06-30 | $351k | 1.2k | 294.96 |
| 2019-03-31 | $339k | 1.2k | 284.87 |
| 2018-12-31 | $3.2M | 13k | 251.59 |
| 2018-09-30 | $3.7M | 13k | 292.71 |
| 2018-06-30 | $3.4M | 13k | 273.02 |
| 2018-03-31 | $210k | 790 | 265.82 |