iShares Russell 1000 Index shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $784k | 2.1k | 365.48 |
| 2025-06-30 | $611k | 1.8k | 339.57 |
| 2025-03-31 | $526k | 1.7k | 306.74 |
| 2024-12-31 | $569k | 1.8k | 322.16 |
| 2024-09-30 | $555k | 1.8k | 314.39 |
| 2024-06-30 | $526k | 1.8k | 297.54 |
| 2024-03-31 | $509k | 1.8k | 288.03 |
| 2023-12-31 | $603k | 2.3k | 262.26 |
| 2023-09-30 | $540k | 2.3k | 234.91 |
| 2023-06-30 | $560k | 2.3k | 243.74 |
| 2023-03-31 | $518k | 2.3k | 225.23 |
| 2022-12-31 | $484k | 2.3k | 210.52 |
| 2022-09-30 | $453k | 2.3k | 197.04 |
| 2022-06-30 | $167k | 804 | 207.71 |
More positions owned by Heritage Financial Services
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