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iShares S&P 500 Index shares owned by William Howard & Co Financial Advisors

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by William Howard & Co Financial Advisors from 13F filings

Historical chart of William Howard & Co Financial Advisors 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 William Howard & Co Financial Advisors 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 William Howard & Co Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $28M 41k 669.29
2025-06-30 $27M 43k 620.90
2025-03-31 $25M 44k 561.89
2024-12-31 $27M 47k 588.67
2024-09-30 $28M 49k 576.83
2024-06-30 $27M 49k 547.24
2024-03-31 $26M 50k 525.73