Heritage Wealth Management, Inc./Texas »

iShares S&P 500 Index shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Heritage Wealth Management, Inc./Texas 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 Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-03-31 $780k 1.5k 525.52
2023-12-31 $700k 1.5k 477.38

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Wisdomtree Tr Us Largecap Divd (DLN)
Exxon Mobil Corporation (XOM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Heritage Wealth Management, Inc./Texas

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