iShares S&P 500 Index shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.7k | 669.14 |
| 2025-06-30 | $1.0M | 1.7k | 620.80 |
| 2025-03-31 | $966k | 1.7k | 561.79 |
| 2024-12-31 | $956k | 1.6k | 588.56 |
| 2024-09-30 | $930k | 1.6k | 576.76 |
| 2024-06-30 | $879k | 1.6k | 547.08 |
| 2024-03-31 | $842k | 1.6k | 525.67 |
| 2023-12-31 | $775k | 1.6k | 477.56 |
| 2023-09-30 | $698k | 1.6k | 429.43 |
| 2023-06-30 | $724k | 1.6k | 445.71 |
| 2023-03-31 | $666k | 1.6k | 411.11 |
| 2022-12-31 | $620k | 1.6k | 384.13 |
| 2022-09-30 | $567k | 1.6k | 358.41 |
| 2022-06-30 | $597k | 1.6k | 379.29 |
| 2022-03-31 | $711k | 1.6k | 453.44 |
| 2021-12-31 | $746k | 1.6k | 477.29 |
More positions owned by Montz Harcus Wealth Management
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