iShares Russell 1000 Index shares owned by Heritage Investment Group
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group 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 Investment Group 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 Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 49k | 365.48 |
| 2025-06-30 | $17M | 50k | 339.57 |
| 2025-03-31 | $10M | 33k | 306.74 |
| 2024-12-31 | $11M | 34k | 322.16 |
| 2024-09-30 | $11M | 33k | 314.39 |
| 2024-06-30 | $10M | 34k | 297.54 |
| 2024-03-31 | $9.9M | 34k | 288.03 |
| 2023-12-31 | $9.3M | 35k | 262.27 |
| 2023-09-30 | $9.5M | 40k | 234.90 |
| 2023-06-30 | $13M | 55k | 243.74 |
| 2023-03-31 | $12M | 55k | 225.22 |
| 2022-12-31 | $12M | 58k | 210.51 |
| 2022-09-30 | $11M | 53k | 197.33 |
| 2022-06-30 | $9.0M | 43k | 207.75 |
| 2022-03-31 | $3.7M | 15k | 250.07 |