iShares Russell 1000 Index shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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 Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Index by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $302k | 1.2k | 262.26 |
| 2022-12-31 | $385k | 1.8k | 210.49 |
| 2022-09-30 | $1.0M | 5.2k | 197.29 |
| 2022-06-30 | $15k | 72 | 207.76 |
| 2022-03-31 | $68k | 273 | 249.08 |
| 2021-09-30 | $15k | 63 | 238.10 |
| 2021-06-30 | $15k | 63 | 238.10 |
| 2021-03-31 | $14k | 64 | 218.75 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management