iShares S&P 500 Growth Index shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $981k | 13k | 75.10 |
| 2023-09-30 | $590k | 8.6k | 68.42 |
| 2023-06-30 | $607k | 8.6k | 70.48 |
| 2023-03-31 | $551k | 8.6k | 63.89 |
| 2022-12-31 | $504k | 8.6k | 58.50 |
| 2022-09-30 | $498k | 8.6k | 57.80 |
| 2022-06-30 | $520k | 8.6k | 60.31 |
| 2022-03-31 | $658k | 8.6k | 76.37 |
| 2021-12-31 | $720k | 8.6k | 83.57 |
More positions owned by Heritage Financial Services
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