iShares Russell 1000 Value Index shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares Russell 1000 Value Index
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Quarterly reported holdings in iShares Russell 1000 Value Index by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $409k | 2.5k | 165.25 |
| 2023-09-30 | $376k | 2.5k | 151.82 |
| 2023-06-30 | $364k | 2.3k | 157.83 |
| 2023-03-31 | $351k | 2.3k | 152.26 |
| 2022-12-31 | $350k | 2.3k | 151.65 |
| 2022-09-30 | $313k | 2.3k | 135.73 |
| 2022-06-30 | $334k | 2.3k | 144.84 |
| 2022-03-31 | $382k | 2.3k | 165.65 |
| 2021-12-31 | $387k | 2.3k | 167.82 |
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