iShares Russell 2000 Index shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Heritage Financial Services 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 Heritage Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $386k | 1.7k | 220.84 |
2024-06-30 | $377k | 1.9k | 202.85 |
2024-03-31 | $391k | 1.9k | 210.26 |
2023-12-31 | $509k | 2.5k | 200.72 |
2022-06-30 | $119k | 708 | 168.08 |
More positions owned by Heritage Financial Services
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