iShares S&P 500 Index shares owned by Heartwood Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heartwood Wealth Management
from 13F filings
Historical chart of Heartwood Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Heartwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2016-09-30 | $1.1M | 5.3k | 217.61 |
| 2016-06-30 | $1.1M | 5.3k | 210.58 |
| 2016-03-31 | $1.1M | 5.5k | 206.63 |
| 2015-12-31 | $1.1M | 5.5k | 204.80 |
More positions owned by Heartwood Wealth Management
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