iShares Russell 2000 Index shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $913k | 4.1k | 220.89 |
| 2024-06-30 | $825k | 4.1k | 202.89 |
| 2024-03-31 | $855k | 4.1k | 210.30 |
| 2023-12-31 | $776k | 3.9k | 200.71 |
| 2023-09-30 | $684k | 3.9k | 176.74 |
| 2023-06-30 | $724k | 3.9k | 187.27 |
| 2023-03-31 | $690k | 3.9k | 178.40 |
| 2022-12-31 | $416k | 2.4k | 174.36 |
| 2022-06-30 | $262k | 1.5k | 169.14 |
| 2022-03-31 | $286k | 1.4k | 205.17 |
| 2021-12-31 | $305k | 1.4k | 222.79 |
| 2021-09-30 | $299k | 1.4k | 218.41 |