iShares S&P 500 Index shares owned by Hohimer Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hohimer Wealth Management
from 13F filings
Historical chart of Hohimer Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Hohimer Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 12k | 669.30 |
| 2025-06-30 | $7.3M | 12k | 620.89 |
| 2025-03-31 | $4.9M | 8.8k | 561.89 |
| 2024-12-31 | $7.6M | 13k | 588.66 |
| 2024-09-30 | $4.0M | 6.9k | 576.84 |
| 2024-06-30 | $3.2M | 5.9k | 547.22 |
| 2024-03-31 | $2.9M | 5.6k | 525.70 |
| 2023-12-31 | $2.8M | 5.8k | 477.66 |
| 2023-09-30 | $1.7M | 4.0k | 429.40 |
| 2023-06-30 | $2.4M | 5.3k | 445.68 |
| 2023-03-31 | $2.1M | 5.1k | 411.11 |
| 2022-12-31 | $2.0M | 5.2k | 384.19 |
| 2022-09-30 | $2.2M | 6.2k | 358.61 |
| 2022-06-30 | $2.3M | 6.0k | 379.26 |
| 2022-03-31 | $2.1M | 4.6k | 453.58 |
| 2021-12-31 | $1.6M | 3.4k | 477.04 |
| 2021-09-30 | $973k | 2.3k | 430.91 |
| 2021-06-30 | $937k | 2.2k | 429.82 |
| 2021-03-31 | $815k | 2.0k | 397.95 |
| 2020-12-31 | $727k | 1.9k | 375.32 |
| 2020-09-30 | $665k | 1.9k | 343.31 |
| 2020-06-30 | $456k | 1.5k | 309.36 |
| 2020-03-31 | $317k | 1.1k | 288.44 |
| 2019-12-31 | $415k | 1.3k | 323.21 |