Heritage Wealth Management, Inc./Texas »

iShares Russell 3000 Value Index shares owned by Heritage Wealth Management, Inc./Texas

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Heritage Wealth Management, Inc./Texas from 13F filings

Historical chart of Heritage Wealth Management, Inc./Texas investment in iShares Russell 3000 Value Index

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All positions including iShares Russell 3000 Value Index held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Heritage Wealth Management, Inc./Texas

Quarter filed Position value Share count Share price at filing
2025-12-31 $330k 3.2k 102.55
2025-09-30 $321k 3.2k 99.96
2025-06-30 $305k 3.2k 94.64

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us High Profitab (DUHP)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Heritage Wealth Management, Inc./Texas

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