iShares S&P 500 Index shares owned by HWG Holdings
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by HWG Holdings
from 13F filings
Historical chart of HWG Holdings investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by HWG Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $80M | 168k | 477.63 |
| 2023-09-30 | $87M | 203k | 429.43 |
| 2023-06-30 | $59M | 132k | 445.71 |
| 2023-03-31 | $52M | 126k | 411.08 |
| 2022-12-31 | $64M | 168k | 384.21 |
| 2022-09-30 | $71M | 197k | 358.65 |
| 2022-03-31 | $99M | 219k | 453.69 |
| 2021-12-31 | $32M | 67k | 476.99 |
| 2021-06-30 | $2.2M | 5.0k | 429.99 |
| 2021-03-31 | $735k | 1.8k | 397.94 |
| 2020-12-31 | $2.2M | 5.7k | 375.39 |
| 2020-09-30 | $3.1M | 9.3k | 336.10 |
| 2020-06-30 | $1.3M | 4.1k | 309.62 |
| 2019-12-31 | $29M | 89k | 323.24 |
| 2019-09-30 | $29M | 98k | 298.52 |
| 2019-06-30 | $8.7M | 30k | 294.76 |
| 2019-03-31 | $13M | 46k | 284.57 |
| 2018-12-31 | $53k | 209 | 253.59 |
| 2018-09-30 | $7.0M | 24k | 292.72 |
| 2018-06-30 | $15M | 53k | 273.05 |
| 2018-03-31 | $21M | 78k | 265.37 |
| 2017-12-31 | $23M | 84k | 268.86 |
| 2017-09-30 | $14M | 54k | 252.94 |
| 2017-06-30 | $48M | 195k | 243.41 |
| 2017-03-31 | $7.8M | 33k | 237.26 |
| 2016-12-31 | $12M | 51k | 224.98 |
| 2016-09-30 | $1.1M | 4.8k | 217.64 |
| 2014-12-31 | $29M | 139k | 206.87 |