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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
2023-12-31 $7.0M 15k 477.64
2022-12-31 $22M 56k 384.21
2022-09-30 $9.3M 26k 358.65
2022-06-30 $8.9M 23k 379.15
2022-03-31 $11M 24k 453.68
2021-09-30 $7.7M 18k 430.85
2021-06-30 $5.9M 14k 429.95
2021-03-31 $2.8M 7.0k 397.81