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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 $252k 436 576.82
2024-06-30 $239k 436 547.23
2024-03-31 $229k 436 525.73
2023-12-31 $210k 439 477.63

More positions owned by Heritage Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Calif Mun Bd Etf (CMF)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Heritage Wealth Management

Top funds holding iShares S&P 500 Index

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Goldman Sachs Group
Royal Bank of Canada
International Assets Investment Management
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View all funds holding iShares S&P 500 Index