iShares S&P 500 Index shares owned by Heritage Way Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Way Advisors
from 13F filings
Historical chart of Heritage Way Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $56M | 117k | 476.99 |
| 2021-09-30 | $48M | 112k | 430.82 |
| 2021-06-30 | $48M | 112k | 429.92 |
| 2021-03-31 | $44M | 111k | 397.82 |
| 2020-12-31 | $42M | 112k | 375.39 |
| 2020-09-30 | $37M | 110k | 336.06 |
| 2020-06-30 | $32M | 104k | 309.69 |
| 2020-03-31 | $26M | 100k | 258.40 |
| 2019-12-31 | $32M | 98k | 323.24 |
| 2019-09-30 | $27M | 91k | 298.52 |
| 2019-06-30 | $27M | 92k | 294.75 |
| 2019-03-31 | $26M | 90k | 284.56 |
| 2018-12-31 | $22M | 86k | 251.60 |
| 2018-09-30 | $25M | 84k | 292.73 |
| 2018-06-30 | $24M | 86k | 273.05 |
| 2018-03-31 | $21M | 78k | 265.37 |
| 2017-12-31 | $21M | 80k | 268.85 |
| 2017-09-30 | $21M | 81k | 252.93 |
| 2017-06-30 | $19M | 79k | 243.42 |
| 2017-03-31 | $18M | 74k | 237.27 |
| 2016-12-31 | $15M | 68k | 224.99 |
More positions owned by Heritage Way Advisors
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