Ishares Tr shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $405k | 11k | 36.39 |
| 2022-12-31 | $951k | 34k | 28.43 |
| 2022-09-30 | $451k | 17k | 26.85 |
| 2022-06-30 | $505k | 18k | 28.39 |
| 2022-03-31 | $663k | 19k | 34.36 |
| 2021-09-30 | $425k | 13k | 33.11 |
| 2021-06-30 | $370k | 11k | 32.91 |
| 2021-03-31 | $246k | 8.1k | 30.34 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management