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iShares Russell 1000 Index shares owned by Heritage Family Offices

Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in iShares Russell 1000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Index held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Index by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-12-31 $862k 2.7k 322.16

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Jpmorgan Usd Emg (EMB)
Microsoft Corporation (MSFT)
Apple (AAPL)
Kla Corp Com New (KLAC)
Amphenol Corp Cl A (APH)
Broadcom (AVGO)
Eaton Corp SHS (ETN)
Xpel (XPEL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Heritage Family Offices

Top funds holding iShares Russell 1000 Index

Jones Financial Companies, L.L
FMR
Envestnet Asset Management
M^T Bank Corporation
Northern Trust
LPL Financial
Pnc Financial Services
Morgan Stanley
Goldman Sachs Group
Colony
BlackRock
Wells Fargo & Company
Catalyst Capital Advisors
Millburn Ridgefield
Johnson Investment Counsel

View all funds holding iShares Russell 1000 Index