iShares S&P 500 Index shares owned by Hrt Financial
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Hrt Financial
from 13F filings
Historical chart of Hrt Financial investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $36M | 56k | 653.20 |
| 2025-09-30 | $11M | 17k | 669.25 |
| 2025-06-30 | $2.7M | 4.4k | 620.80 |
| 2024-12-31 | $4.7M | 8.0k | 588.56 |
| 2024-09-30 | $2.0M | 3.4k | 576.74 |
| 2024-03-31 | $11M | 21k | 525.69 |
| 2023-06-30 | $13M | 29k | 445.71 |
| 2023-03-31 | $8.5M | 21k | 411.05 |
| 2022-12-31 | $10M | 26k | 384.19 |
| 2022-09-30 | $45M | 126k | 358.64 |
| 2022-03-31 | $75M | 166k | 453.69 |
| 2021-09-30 | $119M | 276k | 430.82 |
| 2021-06-30 | $62M | 143k | 429.92 |
| 2021-03-31 | $20M | 50k | 397.82 |
| 2020-09-30 | $21M | 63k | 336.06 |
| 2018-09-30 | $461k | 1.6k | 292.33 |
| 2018-03-31 | $341k | 1.3k | 265.37 |
| 2017-06-30 | $558k | 2.3k | 243.03 |
| 2016-09-30 | $325k | 1.5k | 217.10 |