iShares S&P 500 Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $439M | 656k | 669.30 |
| 2025-06-30 | $408M | 657k | 620.90 |
| 2025-03-31 | $374M | 665k | 561.90 |
| 2024-12-31 | $354M | 601k | 588.68 |
| 2024-09-30 | $367M | 636k | 576.82 |
| 2024-06-30 | $353M | 645k | 547.23 |
| 2024-03-31 | $346M | 657k | 525.73 |
| 2023-12-31 | $323M | 676k | 477.63 |
| 2023-09-30 | $295M | 687k | 429.43 |
| 2023-06-30 | $315M | 706k | 445.71 |
| 2023-03-31 | $299M | 727k | 411.08 |
| 2022-12-31 | $298M | 774k | 384.21 |
| 2022-09-30 | $281M | 783k | 358.65 |
| 2022-06-30 | $303M | 798k | 379.15 |
| 2022-03-31 | $614M | 1.4M | 453.69 |
| 2021-12-31 | $689M | 1.4M | 476.99 |
| 2021-09-30 | $624M | 1.4M | 430.82 |
| 2021-06-30 | $623M | 1.4M | 429.92 |
| 2021-03-31 | $762M | 1.9M | 397.82 |
| 2020-12-31 | $738M | 2.0M | 375.39 |
| 2020-09-30 | $232M | 691k | 336.06 |
| 2020-06-30 | $217M | 22k | 9971.72 |
| 2020-03-31 | $163M | 629k | 258.40 |
| 2019-12-31 | $202M | 624k | 323.24 |
| 2019-09-30 | $187M | 625k | 298.52 |
| 2019-06-30 | $184M | 623k | 294.75 |
| 2019-03-31 | $179M | 628k | 284.56 |
| 2018-12-31 | $158M | 629k | 251.61 |
| 2018-09-30 | $194M | 662k | 292.73 |
| 2018-06-30 | $61M | 222k | 273.08 |
| 2018-03-31 | $55M | 207k | 265.41 |
| 2017-12-31 | $53M | 197k | 268.85 |
| 2017-09-30 | $51M | 200k | 252.92 |
| 2017-06-30 | $49M | 203k | 243.38 |
| 2017-03-31 | $49M | 204k | 237.27 |
| 2016-12-31 | $44M | 193k | 224.94 |
| 2016-09-30 | $41M | 190k | 217.57 |
| 2016-06-30 | $42M | 200k | 210.54 |
| 2016-03-31 | $35M | 170k | 206.65 |
| 2015-12-31 | $33M | 161k | 204.86 |
| 2015-09-30 | $30M | 156k | 192.69 |
| 2015-06-30 | $31M | 150k | 207.17 |
| 2015-03-31 | $29M | 140k | 207.79 |
| 2014-12-31 | $25M | 119k | 206.83 |
| 2014-09-30 | $21M | 1.0M | 19.79 |
| 2014-06-30 | $19M | 96k | 197.05 |
| 2014-03-31 | $17M | 92k | 188.15 |
| 2013-12-31 | $15M | 80k | 185.59 |