iShares Russell 2000 Index shares owned by Heritage Family Offices
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 2000 Index by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 7.7k | 241.96 |
| 2025-06-30 | $2.1M | 11k | 200.45 |
| 2025-03-31 | $2.1M | 11k | 199.49 |
| 2024-12-31 | $2.3M | 11k | 220.96 |
| 2024-09-30 | $2.2M | 10k | 220.89 |
| 2024-06-30 | $2.2M | 11k | 202.89 |