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
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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 |
|---|---|---|---|
| 2025-09-30 | $595k | 889 | 669.63 |
| 2025-06-30 | $567k | 913 | 621.05 |
| 2025-03-31 | $491k | 873 | 561.90 |
| 2024-12-31 | $536k | 910 | 588.68 |
| 2024-09-30 | $525k | 910 | 576.82 |
| 2024-06-30 | $508k | 910 | 557.76 |
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