iShares S&P 500 Index shares owned by Hrc Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hrc Wealth Management
from 13F filings
Historical chart of Hrc Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Hrc Wealth 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 Hrc Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $820k | 1.2k | 669.12 |
| 2025-06-30 | $719k | 1.2k | 620.91 |
| 2025-03-31 | $649k | 1.2k | 562.10 |
| 2024-12-31 | $540k | 917 | 588.60 |
| 2024-09-30 | $330k | 572 | 576.38 |
| 2024-06-30 | $312k | 569 | 547.56 |
| 2024-03-31 | $298k | 568 | 525.41 |