iShares Russell 2000 Index shares owned by Heritage Investment Group
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in iShares Russell 2000 Index
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All positions including iShares Russell 2000 Index held by Heritage Investment Group 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 Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 2.3k | 241.94 |
| 2025-06-30 | $499k | 2.3k | 215.77 |
| 2025-03-31 | $461k | 2.3k | 199.47 |
| 2024-12-31 | $494k | 2.2k | 220.94 |
| 2024-09-30 | $527k | 2.4k | 220.87 |
| 2024-06-30 | $510k | 2.5k | 202.94 |
| 2024-03-31 | $528k | 2.5k | 210.11 |
| 2023-12-31 | $513k | 2.6k | 200.55 |
| 2023-09-30 | $455k | 2.6k | 176.77 |
| 2023-06-30 | $482k | 2.6k | 187.26 |
| 2023-03-31 | $459k | 2.6k | 178.32 |
| 2022-12-31 | $470k | 2.7k | 174.27 |
| 2022-09-30 | $420k | 2.5k | 164.77 |
| 2022-06-30 | $432k | 2.5k | 169.48 |
| 2022-03-31 | $523k | 2.5k | 205.18 |
| 2021-12-31 | $555k | 2.5k | 222.53 |