iShares Russell 2000 Index shares owned by Heartwood Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heartwood Wealth Management
from 13F filings
Historical chart of Heartwood Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Heartwood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 2000 Index by Heartwood Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2016-09-30 | $391k | 3.1k | 124.17 |
2016-06-30 | $362k | 3.1k | 114.96 |
2016-03-31 | $348k | 3.1k | 110.51 |
2015-12-31 | $355k | 3.1k | 112.73 |
More positions owned by Heartwood Wealth Management
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