iShares S&P 1500 Index Fund shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares S&P 1500 Index Fund
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 1500 Index Fund held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 1500 Index Fund by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $38M | 258k | 145.65 |
| 2025-06-30 | $35M | 258k | 135.04 |
| 2025-03-31 | $64M | 528k | 122.01 |
| 2024-12-31 | $68M | 529k | 128.62 |
| 2024-09-30 | $67M | 533k | 125.62 |
| 2024-06-30 | $63M | 534k | 118.78 |
| 2024-03-31 | $62M | 535k | 115.30 |
| 2023-12-31 | $56M | 536k | 105.23 |
| 2023-09-30 | $52M | 548k | 94.19 |
| 2023-06-30 | $56M | 572k | 97.84 |
| 2023-03-31 | $52M | 572k | 90.55 |
| 2022-12-31 | $52M | 614k | 84.80 |
| 2022-09-30 | $49M | 621k | 79.54 |
| 2022-06-30 | $58M | 691k | 83.78 |
| 2022-03-31 | $70M | 691k | 100.94 |
| 2021-12-31 | $87M | 811k | 106.98 |
| 2021-09-30 | $80M | 812k | 98.38 |
| 2021-06-30 | $81M | 817k | 98.76 |
| 2021-03-31 | $75M | 822k | 91.60 |
| 2020-12-31 | $72M | 831k | 86.22 |
| 2020-09-30 | $26M | 346k | 75.49 |
| 2020-06-30 | $26M | 25k | 1032.22 |
| 2020-03-31 | $22M | 387k | 57.21 |
| 2019-12-31 | $1.5M | 20k | 72.69 |
| 2019-09-30 | $1.3M | 20k | 67.07 |
| 2019-06-30 | $1.3M | 20k | 66.63 |
| 2019-03-31 | $1.2M | 19k | 64.40 |
| 2018-12-31 | $3.2M | 57k | 56.75 |
| 2018-09-30 | $1.0k | 21 | 47.62 |