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iShares S&P 500 Index shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $525k 910 576.82
2024-06-30 $508k 910 557.76