Back to ETHA
Heritage Wealth Management, Inc. /CA/ → ETHA
Heritage Wealth Management, Inc. /CA/ ETHA Position History
iShares Ethereum Trust ETF
Quarters held
61
Latest value
$11.9M
Q3 2026
Peak value
$14.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $285K |
| Q3 2025 | $292K |
| Q3 2025 | $1.7M |
| Q3 2025 | $2.7M |
| Q3 2025 | $246K |
| Q3 2025 | $464K |
| Q3 2025 | $357K |
| Q3 2025 | $2.7M |
| Q3 2025 | $392K |
| Q3 2025 | $2M |
| Q3 2025 | $1.9M |
| Q3 2025 | $251K |
| Q3 2025 | $4.1M |
| Q4 2025 | $294K |
| Q4 2025 | $299K |
| Q4 2025 | $2.9M |
| Q4 2025 | $2.7M |
| Q4 2025 | $254K |
| Q4 2025 | $461K |
| Q4 2025 | $356K |
| Q4 2025 | $2.8M |
| Q4 2025 | $394K |
| Q4 2025 | $2.1M |
| Q4 2025 | $2.6M |
| Q4 2025 | $5.2M |
| Q1 2026 | $272K |
| Q1 2026 | $323K |
| Q1 2026 | $237K |
| Q1 2026 | $3.7M |
| Q1 2026 | $2.8M |
| Q1 2026 | $258K |
| Q1 2026 | $414K |
| Q1 2026 | $356K |
| Q1 2026 | $3M |
| Q1 2026 | $2.2M |
| Q1 2026 | $3.4M |
| Q1 2026 | $14.7M |
| Q2 2026 | $313K |
| Q2 2026 | $255K |
| Q2 2026 | $272K |
| Q2 2026 | $3.8M |
| Q2 2026 | $2.9M |
| Q2 2026 | $293K |
| Q2 2026 | $483K |
| Q2 2026 | $356K |
| Q2 2026 | $3.6M |
| Q2 2026 | $2.3M |
| Q2 2026 | $3.5M |
| Q2 2026 | $12.6M |
| Q3 2026 | $327K |
| Q3 2026 | $248K |
| Q3 2026 | $315K |
| Q3 2026 | $4M |
| Q3 2026 | $2.8M |
| Q3 2026 | $299K |
| Q3 2026 | $487K |
| Q3 2026 | $349K |
| Q3 2026 | $2.9M |
| Q3 2026 | $2.6M |
| Q3 2026 | $4.2M |
| Q3 2026 | $11.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.9M | 118.1K | — | — |
| Q3 2026 | $4.2M | 191.3K | — | — |
| Q3 2026 | $2.6M | 34.1K | — | — |
| Q3 2026 | $2.9M | 52.8K | — | — |
| Q3 2026 | $349K | 3.3K | — | — |
| Q3 2026 | $487K | 3.9K | — | — |
| Q3 2026 | $299K | 1.2K | — | — |
| Q3 2026 | $2.8M | 36.5K | — | — |
| Q3 2026 | $4M | 41.9K | — | — |
| Q3 2026 | $315K | 411 | — | — |
| Q3 2026 | $248K | 1.6K | — | — |
| Q3 2026 | $327K | 856 | — | — |
| Q2 2026 | $12.6M | 125.3K | — | — |
| Q2 2026 | $3.5M | 153.7K | — | — |
| Q2 2026 | $2.3M | 29.1K | — | — |
| Q2 2026 | $3.6M | 62.4K | — | — |
| Q2 2026 | $356K | 3.3K | — | — |
| Q2 2026 | $483K | 3.9K | — | — |
| Q2 2026 | $293K | 1.2K | — | — |
| Q2 2026 | $2.9M | 33.5K | — | — |
| Q2 2026 | $3.8M | 38.7K | — | — |
| Q2 2026 | $272K | 363 | — | — |
| Q2 2026 | $255K | 1.6K | — | — |
| Q2 2026 | $313K | 856 | — | — |
| Q1 2026 | $14.7M | 145.7K | — | — |
| Q1 2026 | $3.4M | 146.9K | — | — |
| Q1 2026 | $2.2M | 27.6K | — | — |
| Q1 2026 | $3M | 53.4K | — | — |
| Q1 2026 | $356K | 3.3K | — | — |
| Q1 2026 | $414K | 972 | — | — |
| Q1 2026 | $258K | 1.2K | — | — |
| Q1 2026 | $2.8M | 32.6K | — | — |
| Q1 2026 | $3.7M | 37.1K | — | — |
| Q1 2026 | $237K | 363 | — | — |
| Q1 2026 | $323K | 2.1K | — | — |
| Q1 2026 | $272K | 856 | — | — |
| Q4 2025 | $5.2M | 51.4K | — | — |
| Q4 2025 | $2.6M | 111.4K | — | — |
| Q4 2025 | $2.1M | 25.9K | — | — |
| Q4 2025 | $394K | 3.7K | — | — |
| Q4 2025 | $2.8M | 49.0K | — | — |
| Q4 2025 | $356K | 3.3K | — | — |
| Q4 2025 | $461K | 975 | — | — |
| Q4 2025 | $254K | 1.2K | — | — |
| Q4 2025 | $2.7M | 30.9K | — | — |
| Q4 2025 | $2.9M | 28.9K | — | — |
| Q4 2025 | $299K | 436 | — | — |
| Q4 2025 | $294K | 856 | — | — |
| Q3 2025 | $4.1M | 40.9K | — | — |
| Q3 2025 | $251K | 3.7K | — | — |
| Q3 2025 | $1.9M | 80.7K | — | — |
| Q3 2025 | $2M | 24.1K | — | — |
| Q3 2025 | $392K | 3.7K | — | — |
| Q3 2025 | $2.7M | 46.8K | — | — |
| Q3 2025 | $357K | 3.3K | — | — |
| Q3 2025 | $464K | 990 | — | — |
| Q3 2025 | $246K | 1.2K | — | — |
| Q3 2025 | $2.7M | 29.7K | — | — |
| Q3 2025 | $1.7M | 17.1K | — | — |
| Q3 2025 | $292K | 436 | — | — |
| Q3 2025 | $285K | 856 | — | — |