iShares S&P 500 Index shares owned by Hobart Private Capital
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hobart Private Capital
from 13F filings
Historical chart of Hobart Private Capital investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Hobart Private Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.1k | 669.30 |
| 2025-06-30 | $2.6M | 4.1k | 620.90 |
| 2025-03-31 | $2.5M | 4.4k | 561.90 |
| 2024-12-31 | $2.6M | 4.4k | 588.68 |
| 2024-09-30 | $2.6M | 4.5k | 576.82 |
| 2024-06-30 | $2.5M | 4.6k | 547.23 |
| 2024-03-31 | $3.3M | 6.2k | 525.73 |
| 2023-12-31 | $3.1M | 6.5k | 477.63 |
| 2023-09-30 | $2.6M | 6.2k | 429.43 |
| 2023-06-30 | $2.4M | 5.3k | 445.71 |
| 2023-03-31 | $2.2M | 5.3k | 411.08 |
| 2022-12-31 | $29M | 75k | 384.21 |
| 2022-09-30 | $27M | 75k | 358.65 |
| 2022-06-30 | $40M | 105k | 379.15 |
| 2022-03-31 | $51M | 112k | 453.69 |
| 2021-12-31 | $37M | 78k | 476.99 |
| 2021-09-30 | $29M | 66k | 430.82 |
| 2021-06-30 | $26M | 61k | 429.92 |
| 2021-03-31 | $24M | 61k | 397.82 |
| 2020-12-31 | $26M | 69k | 375.39 |
| 2020-09-30 | $19M | 57k | 336.06 |
| 2020-06-30 | $14M | 46k | 309.69 |
| 2020-03-31 | $13M | 50k | 258.40 |
| 2019-12-31 | $14M | 44k | 323.24 |
| 2019-09-30 | $13M | 44k | 298.52 |
| 2019-06-30 | $13M | 44k | 294.75 |
| 2019-03-31 | $656k | 2.3k | 284.56 |
| 2018-12-31 | $252k | 1.0k | 251.61 |
| 2018-09-30 | $404k | 1.4k | 292.73 |
| 2018-06-30 | $573k | 2.1k | 273.05 |
| 2018-03-31 | $580k | 2.2k | 265.37 |
| 2017-12-31 | $947k | 3.5k | 268.85 |