iShares Russell 2000 Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 5.8k | 200.72 |
| 2023-09-30 | $1.0M | 5.7k | 176.75 |
| 2023-06-30 | $1.1M | 5.8k | 187.28 |
| 2023-03-31 | $1.0M | 5.8k | 178.41 |
| 2022-12-31 | $989k | 5.7k | 174.37 |
| 2022-09-30 | $899k | 5.5k | 164.89 |
| 2022-06-30 | $936k | 5.5k | 169.38 |
| 2022-03-31 | $1.2M | 5.9k | 205.30 |
| 2021-12-31 | $105M | 470k | 222.45 |
| 2021-09-30 | $103M | 470k | 218.75 |
| 2021-06-30 | $108M | 469k | 229.37 |
| 2021-03-31 | $104M | 469k | 220.94 |
| 2020-12-31 | $118M | 602k | 196.06 |
| 2020-09-30 | $42M | 282k | 149.79 |
| 2020-06-30 | $40M | 1.8k | 23018.29 |
| 2020-03-31 | $32M | 281k | 114.46 |
| 2019-12-31 | $53M | 321k | 165.67 |
| 2019-09-30 | $48M | 317k | 151.34 |
| 2019-06-30 | $48M | 311k | 155.50 |
| 2019-03-31 | $47M | 306k | 153.09 |
| 2018-12-31 | $36M | 269k | 133.90 |
| 2018-09-30 | $45M | 269k | 168.55 |
| 2018-06-30 | $509k | 3.1k | 163.09 |
| 2018-03-31 | $474k | 3.1k | 152.02 |
| 2017-12-31 | $470k | 3.1k | 152.50 |