iShares S&P 500 Index shares owned by Hofer & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hofer & Associates
from 13F filings
Historical chart of Hofer & Associates investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Hofer & Associates 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 Hofer & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $671M | 980 | 684611.22 |
| 2025-09-30 | $655M | 979 | 669487.23 |
| 2025-06-30 | $661M | 1.1k | 620934.27 |
| 2025-03-31 | $600M | 1.1k | 561812.56 |
| 2024-12-31 | $624M | 1.1k | 588466.04 |
| 2024-09-30 | $616M | 1.1k | 577025.28 |
| 2024-06-30 | $586M | 1.1k | 547296.26 |
| 2024-03-31 | $563M | 1.1k | 525729.91 |
| 2023-12-31 | $512M | 1.1k | 477629.66 |
| 2023-09-30 | $460M | 1.1k | 429430.04 |
| 2023-06-30 | $480M | 1.1k | 445710.31 |
| 2023-03-31 | $457M | 1.2k | 384210.08 |
| 2022-12-31 | $457M | 1.2k | 384210.08 |
| 2022-09-30 | $427k | 1.2k | 358.82 |
| 2022-06-30 | $427k | 1.1k | 378.88 |
| 2022-03-31 | $495k | 1.1k | 453.30 |
| 2021-12-31 | $520k | 1.1k | 476.63 |