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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

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Quarterly reported holdings in iShares Russell 2000 Index by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $386k 1.7k 220.91
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

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)

View all positions for Heritage Financial Services

Top funds holding iShares Russell 2000 Index

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Wells Fargo & Company
Millennium Management
Citigroup
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UBS Group
Royal Bank of Canada
Nomura Holdings
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers

View all funds holding iShares Russell 2000 Index