iShares Russell Midcap Growth Idx. shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares Russell Midcap Growth Idx. (IWP) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares Russell Midcap Growth Idx.
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Quarterly reported holdings in iShares Russell Midcap Growth Idx. by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $672k | 6.4k | 104.46 |
| 2023-09-30 | $588k | 6.4k | 91.35 |
| 2023-06-30 | $628k | 6.5k | 96.63 |
| 2023-03-31 | $591k | 6.5k | 91.05 |
| 2022-12-31 | $836k | 10k | 83.60 |
| 2022-09-30 | $784k | 10k | 78.44 |
| 2022-06-30 | $792k | 10k | 79.24 |
| 2022-03-31 | $1.0M | 10k | 100.45 |
| 2021-12-31 | $1.2M | 10k | 115.22 |
| 2021-09-30 | $1.1M | 9.9k | 112.07 |
| 2021-06-30 | $1.1M | 9.9k | 113.20 |
| 2021-03-31 | $1.0M | 9.9k | 102.06 |
| 2020-12-31 | $1.0M | 9.9k | 102.68 |
| 2020-09-30 | $859k | 5.0k | 172.87 |
| 2020-06-30 | $785k | 15k | 52.39 |
| 2020-03-31 | $619k | 5.1k | 121.59 |
| 2019-12-31 | $777k | 5.1k | 152.58 |
| 2019-09-30 | $719k | 5.1k | 141.23 |
| 2019-06-30 | $573k | 4.0k | 142.59 |
| 2019-03-31 | $545k | 4.0k | 135.67 |
| 2018-12-31 | $456k | 4.0k | 113.57 |
| 2018-09-30 | $544k | 4.0k | 135.49 |
| 2018-06-30 | $509k | 4.0k | 126.77 |
| 2018-03-31 | $493k | 4.0k | 122.79 |
| 2017-12-31 | $484k | 4.0k | 120.55 |
| 2017-09-30 | $454k | 4.0k | 113.08 |
| 2017-06-30 | $434k | 4.0k | 108.09 |
| 2017-03-31 | $416k | 4.0k | 103.61 |
| 2016-12-31 | $391k | 4.0k | 97.38 |
| 2016-09-30 | $391k | 4.0k | 97.38 |
| 2016-06-30 | $376k | 4.0k | 93.65 |
| 2016-03-31 | $370k | 4.0k | 92.15 |
| 2015-12-31 | $369k | 4.0k | 91.91 |
| 2015-09-30 | $356k | 4.0k | 88.67 |
| 2015-06-30 | $389k | 4.0k | 96.89 |
| 2015-03-31 | $393k | 4.0k | 97.88 |
| 2014-12-31 | $374k | 4.0k | 93.15 |
| 2014-09-30 | $363k | 4.1k | 88.21 |
| 2014-06-30 | $368k | 4.1k | 89.43 |
| 2014-03-31 | $353k | 4.1k | 85.78 |
| 2013-12-31 | $347k | 4.1k | 84.33 |
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