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 | $292k | 436 | 669.30 |
| 2025-06-30 | $271k | 436 | 620.90 |
| 2025-03-31 | $245k | 436 | 561.90 |
| 2024-12-31 | $257k | 436 | 588.68 |
| 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
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