iShares S&P 500 Growth Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.5M | 60k | 75.10 |
| 2023-09-30 | $4.1M | 60k | 68.42 |
| 2023-06-30 | $4.3M | 61k | 70.48 |
| 2023-03-31 | $3.9M | 61k | 63.89 |
| 2022-12-31 | $3.7M | 63k | 58.50 |
| 2022-09-30 | $4.2M | 73k | 57.86 |
| 2022-06-30 | $4.4M | 73k | 60.36 |
| 2022-03-31 | $5.2M | 68k | 76.38 |
| 2021-12-31 | $2.0k | 20 | 100.00 |
| 2021-09-30 | $1.5k | 20 | 73.90 |
| 2021-06-30 | $1.5k | 20 | 72.75 |