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iShares Russell Midcap Value Index shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in iShares Russell Midcap Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Value Index held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell Midcap Value Index by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $54M 468k 116.29
2023-09-30 $49M 469k 104.34
2023-06-30 $52M 470k 109.84
2023-03-31 $49M 463k 106.20
2022-12-31 $48M 457k 105.34
2022-09-30 $46M 481k 96.05
2022-06-30 $47M 465k 101.57
2022-03-31 $45M 372k 119.64
2021-12-31 $27M 222k 122.38
2021-09-30 $24M 214k 113.25
2021-06-30 $24M 209k 114.98
2021-03-31 $21M 190k 109.30
2020-12-31 $17M 175k 96.96
2020-09-30 $15M 181k 80.84
2020-06-30 $14M 5.0k 2858.47
2020-03-31 $12M 186k 64.09
2019-12-31 $20M 214k 94.77
2019-09-30 $18M 201k 89.70
2019-06-30 $17M 193k 89.13
2019-03-31 $17M 195k 86.86
2018-12-31 $15M 191k 76.35
2018-09-30 $16M 182k 90.26
2018-06-30 $14M 160k 88.49
2018-03-31 $13M 151k 86.45
2017-12-31 $13M 140k 89.13
2017-09-30 $12M 141k 84.92
2017-06-30 $12M 141k 84.14
2017-03-31 $12M 140k 82.98
2016-12-31 $11M 137k 80.42
2016-09-30 $10M 134k 76.76
2016-06-30 $10M 136k 74.28
2016-03-31 $8.9M 126k 70.93
2015-12-31 $8.4M 122k 68.62
2015-09-30 $8.5M 127k 67.09
2015-06-30 $9.2M 125k 73.76
2015-03-31 $9.4M 125k 75.28
2014-12-31 $9.0M 122k 73.77
2014-09-30 $8.4M 222k 37.92
2014-06-30 $8.6M 118k 72.57
2014-03-31 $8.2M 120k 68.68
2013-12-31 $8.9M 136k 65.74

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding iShares Russell Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index