iShares S&P 500 Index shares owned by IHT Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by IHT Wealth Management
from 13F filings
Historical chart of IHT Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by IHT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29M | 55k | 525.73 |
| 2023-12-31 | $27M | 56k | 477.62 |
| 2023-09-30 | $25M | 58k | 429.43 |
| 2023-06-30 | $26M | 57k | 445.71 |
| 2023-03-31 | $24M | 58k | 411.08 |
| 2022-12-31 | $23M | 60k | 384.21 |
| 2022-09-30 | $22M | 61k | 358.65 |
| 2022-06-30 | $16M | 41k | 379.15 |
| 2022-03-31 | $19M | 43k | 453.68 |
| 2021-12-31 | $22M | 46k | 476.99 |
| 2021-09-30 | $21M | 48k | 430.82 |
| 2021-06-30 | $24M | 55k | 429.92 |
| 2021-03-31 | $33M | 82k | 397.82 |
| 2020-12-31 | $31M | 84k | 375.39 |
| 2020-09-30 | $29M | 86k | 336.06 |
| 2020-06-30 | $24M | 77k | 309.69 |
| 2020-03-31 | $23M | 89k | 258.40 |
| 2019-12-31 | $30M | 93k | 323.25 |
| 2019-09-30 | $28M | 92k | 298.63 |
| 2019-06-30 | $36M | 123k | 294.74 |
| 2019-03-31 | $36M | 126k | 284.56 |
| 2018-12-31 | $32M | 127k | 251.61 |
| 2018-09-30 | $24M | 83k | 292.74 |
| 2018-06-30 | $21M | 78k | 273.05 |
| 2018-03-31 | $18M | 68k | 259.21 |
| 2017-12-31 | $11M | 40k | 275.94 |
| 2017-09-30 | $1.7M | 6.8k | 255.75 |
| 2017-06-30 | $2.0k | 9.6k | 0.21 |
| 2017-03-31 | $168k | 998 | 168.34 |
| 2016-12-31 | $1.2M | 5.4k | 226.62 |