iShares S&P 500 Index shares owned by Heritage Investment Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $73M | 109k | 669.30 |
| 2025-06-30 | $67M | 107k | 620.90 |
| 2025-03-31 | $64M | 114k | 561.90 |
| 2024-12-31 | $65M | 110k | 588.68 |
| 2024-09-30 | $61M | 106k | 576.82 |
| 2024-06-30 | $57M | 104k | 547.23 |
| 2024-03-31 | $53M | 101k | 525.73 |
| 2023-12-31 | $47M | 99k | 477.63 |
| 2023-09-30 | $42M | 97k | 429.43 |
| 2023-06-30 | $42M | 94k | 445.71 |
| 2023-03-31 | $37M | 89k | 411.08 |
| 2022-12-31 | $32M | 84k | 384.21 |
| 2022-09-30 | $14M | 39k | 358.64 |
| 2022-06-30 | $15M | 40k | 379.15 |
| 2022-03-31 | $16M | 35k | 453.70 |
| 2021-12-31 | $8.9M | 19k | 476.98 |