iShares Russell 1000 Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.5k | 365.48 |
| 2025-06-30 | $1.2M | 3.5k | 339.57 |
| 2025-03-31 | $1.1M | 3.5k | 306.74 |
| 2024-12-31 | $1.3M | 4.0k | 322.16 |
| 2024-09-30 | $1.3M | 4.0k | 314.39 |
| 2024-06-30 | $1.2M | 4.0k | 297.54 |
| 2024-03-31 | $1.2M | 4.0k | 288.03 |
| 2023-12-31 | $1.1M | 4.2k | 262.26 |
| 2023-09-30 | $987k | 4.2k | 234.91 |
| 2023-06-30 | $1.1M | 4.4k | 243.74 |
| 2023-03-31 | $991k | 4.4k | 225.23 |
| 2022-12-31 | $926k | 4.4k | 210.52 |
| 2022-09-30 | $868k | 4.4k | 197.33 |
| 2022-06-30 | $914k | 4.4k | 207.73 |
| 2022-03-31 | $1.1M | 4.5k | 250.11 |
| 2021-12-31 | $1.2M | 4.5k | 264.43 |
| 2021-09-30 | $1.1M | 4.5k | 241.71 |
| 2021-06-30 | $1.2M | 4.8k | 242.09 |
| 2021-03-31 | $1.0M | 4.6k | 223.81 |
| 2020-12-31 | $1.2M | 5.6k | 211.75 |
| 2020-09-30 | $1.0M | 5.6k | 187.15 |
| 2020-06-30 | $1.2M | 3.0k | 406.00 |
| 2020-03-31 | $1.0M | 7.1k | 141.53 |
| 2019-12-31 | $1.3M | 7.1k | 179.93 |
| 2019-09-30 | $1.2M | 7.1k | 165.63 |
| 2019-06-30 | $1.2M | 7.1k | 164.40 |
| 2019-03-31 | $1.1M | 7.1k | 158.97 |
| 2018-12-31 | $943k | 6.8k | 138.68 |