iShares Dow Jones US Healthcare shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares Dow Jones US Healthcare
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Quarterly reported holdings in iShares Dow Jones US Healthcare by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $686k | 12k | 58.72 |
| 2025-06-30 | $659k | 12k | 56.48 |
| 2025-03-31 | $627k | 10k | 60.89 |
| 2024-12-31 | $600k | 10k | 58.27 |
| 2024-09-30 | $670k | 10k | 65.00 |
| 2024-06-30 | $631k | 10k | 61.27 |
| 2024-03-31 | $638k | 10k | 61.90 |
| 2023-12-31 | $698k | 2.4k | 286.24 |
| 2023-09-30 | $556k | 2.1k | 270.07 |
| 2023-06-30 | $577k | 2.1k | 280.25 |
| 2023-03-31 | $563k | 2.1k | 273.06 |
| 2022-12-31 | $746k | 2.6k | 283.71 |
| 2022-09-30 | $1.2M | 4.8k | 253.05 |
| 2022-06-30 | $1.3M | 4.8k | 269.00 |
| 2022-03-31 | $1.4M | 4.8k | 288.73 |
| 2021-12-31 | $1.4M | 4.8k | 300.38 |
| 2021-09-30 | $1.3M | 4.7k | 275.92 |
| 2021-06-30 | $1.3M | 4.6k | 272.85 |
| 2021-03-31 | $1.2M | 4.6k | 252.44 |
| 2020-12-31 | $721k | 2.9k | 246.08 |
| 2020-09-30 | $666k | 2.9k | 227.20 |
| 2020-06-30 | $631k | 700k | 0.90 |
| 2020-03-31 | $550k | 2.9k | 187.80 |
| 2019-06-30 | $8.4k | 43 | 195.28 |
| 2019-03-31 | $163k | 843 | 193.78 |
| 2018-12-31 | $204k | 1.1k | 180.05 |
| 2018-09-30 | $189k | 933 | 202.57 |
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