iShares S&P 500 Growth Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares S&P 500 Growth Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth Index held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P 500 Growth Index by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $5.5M | 60k | 92.83 |
| 2024-12-31 | $6.1M | 60k | 101.53 |
| 2024-09-30 | $5.7M | 60k | 95.75 |
| 2024-06-30 | $5.5M | 60k | 92.54 |
| 2024-03-31 | $5.1M | 60k | 84.44 |
| 2023-12-31 | $4.5M | 60k | 75.10 |
| 2023-09-30 | $4.1M | 60k | 68.42 |
| 2023-06-30 | $4.3M | 61k | 70.48 |
| 2023-03-31 | $3.9M | 61k | 63.89 |
| 2022-12-31 | $3.7M | 63k | 58.50 |
| 2022-09-30 | $4.2M | 73k | 57.86 |
| 2022-06-30 | $4.4M | 73k | 60.36 |
| 2022-03-31 | $5.2M | 68k | 76.38 |
| 2021-12-31 | $1.7k | 20 | 83.65 |
| 2021-09-30 | $1.5k | 20 | 73.90 |
| 2021-06-30 | $1.5k | 20 | 72.75 |