Ishares Tr shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $355k | 8.3k | 42.55 |
| 2025-03-31 | $357k | 8.3k | 42.78 |
| 2024-12-31 | $378k | 8.3k | 45.30 |
| 2024-09-30 | $369k | 8.3k | 44.22 |
| 2024-06-30 | $366k | 8.7k | 42.05 |