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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management