iShares S&P 500 Index shares owned by Howard Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Howard Wealth Management
from 13F filings
Historical chart of Howard Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Howard Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 4.9k | 669.34 |
| 2025-06-30 | $3.0M | 4.9k | 620.85 |
| 2025-03-31 | $2.8M | 5.0k | 561.96 |
| 2024-12-31 | $3.1M | 5.2k | 588.71 |
| 2024-09-30 | $3.1M | 5.4k | 576.79 |
| 2024-06-30 | $2.8M | 5.1k | 547.20 |
| 2024-03-31 | $2.7M | 5.1k | 525.73 |
| 2023-12-31 | $2.5M | 5.3k | 477.63 |
| 2023-09-30 | $2.2M | 5.2k | 429.43 |
| 2023-06-30 | $2.3M | 5.1k | 445.71 |
| 2023-03-31 | $2.0M | 5.0k | 411.08 |
| 2022-12-31 | $1.9M | 4.9k | 384.21 |
| 2022-09-30 | $1.7M | 4.9k | 358.55 |
| 2022-03-31 | $2.2M | 4.8k | 453.67 |
| 2021-12-31 | $2.3M | 4.8k | 476.99 |
| 2021-09-30 | $2.1M | 4.8k | 430.75 |
| 2021-06-30 | $2.1M | 4.8k | 429.76 |
| 2021-03-31 | $1.9M | 4.7k | 397.63 |
| 2020-12-31 | $1.8M | 4.7k | 375.19 |
| 2020-09-30 | $1.6M | 4.7k | 335.86 |
| 2020-06-30 | $1.6M | 5.0k | 309.51 |
| 2020-03-31 | $1.3M | 5.0k | 258.31 |
| 2019-12-31 | $1.6M | 4.8k | 323.12 |