iShares S&P 500 Index shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $727k | 1.1k | 669.38 |
| 2025-06-30 | $692k | 1.1k | 620.96 |
| 2025-03-31 | $319k | 568 | 561.83 |
| 2024-12-31 | $294k | 500 | 588.36 |
| 2024-09-30 | $432k | 750 | 576.02 |
| 2024-06-30 | $426k | 778 | 547.37 |
| 2024-03-31 | $780k | 1.5k | 525.52 |
| 2023-12-31 | $700k | 1.5k | 477.38 |
More positions owned by Heritage Wealth Management, Inc./Texas
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