iShares Russell 1000 Index shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in iShares Russell 1000 Index
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All positions including iShares Russell 1000 Index held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Index by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $216k | 822 | 262.26 |
| 2023-06-30 | $200k | 822 | 243.74 |
| 2022-06-30 | $558k | 2.7k | 207.90 |
| 2021-12-31 | $238k | 899 | 264.74 |
| 2021-09-30 | $217k | 899 | 241.38 |
| 2021-06-30 | $218k | 899 | 242.49 |
| 2021-03-31 | $201k | 899 | 223.58 |