iShares Russell 2000 Index shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8M | 19k | 200.71 |
| 2023-09-30 | $3.3M | 19k | 176.99 |
| 2023-06-30 | $3.6M | 20k | 187.28 |
| 2023-03-31 | $3.5M | 20k | 178.42 |
| 2022-12-31 | $3.4M | 20k | 174.34 |
| 2022-09-30 | $3.2M | 20k | 164.93 |
| 2022-06-30 | $3.4M | 20k | 169.34 |
| 2022-03-31 | $4.1M | 20k | 205.27 |
| 2021-12-31 | $4.5M | 20k | 222.54 |
| 2021-09-30 | $4.3M | 20k | 218.66 |
| 2021-06-30 | $4.6M | 20k | 229.51 |
| 2021-03-31 | $4.5M | 20k | 220.87 |
| 2020-12-31 | $4.2M | 21k | 196.11 |
| 2020-09-30 | $3.4M | 22k | 149.69 |
| 2020-06-30 | $3.2M | 23k | 143.08 |
| 2020-03-31 | $2.6M | 23k | 114.44 |
| 2019-12-31 | $3.8M | 23k | 165.65 |
| 2019-09-30 | $3.5M | 23k | 151.32 |
| 2019-06-30 | $4.6M | 30k | 155.49 |
| 2019-03-31 | $4.7M | 30k | 153.09 |
| 2018-12-31 | $4.1M | 31k | 133.91 |
| 2018-09-30 | $5.3M | 31k | 168.55 |
| 2018-06-30 | $5.2M | 32k | 163.76 |
| 2018-03-31 | $4.9M | 32k | 151.82 |
| 2017-12-31 | $4.8M | 31k | 152.45 |
| 2017-09-30 | $4.7M | 32k | 148.20 |
| 2017-06-30 | $4.3M | 31k | 140.92 |
| 2017-03-31 | $4.4M | 32k | 137.47 |
| 2016-12-31 | $4.3M | 32k | 134.84 |
| 2016-09-30 | $3.9M | 32k | 124.22 |
| 2016-06-30 | $3.6M | 32k | 114.97 |
| 2016-03-31 | $3.5M | 31k | 110.62 |
| 2015-12-31 | $3.5M | 31k | 112.62 |
| 2015-09-30 | $3.3M | 31k | 109.21 |
| 2015-06-30 | $3.8M | 30k | 124.84 |
| 2015-03-31 | $3.8M | 31k | 124.38 |
| 2014-12-31 | $3.7M | 31k | 119.62 |
| 2014-09-30 | $3.4M | 31k | 109.36 |
| 2014-06-30 | $3.7M | 31k | 118.82 |
| 2014-03-31 | $3.6M | 31k | 116.34 |
| 2013-12-31 | $3.5M | 30k | 115.36 |
| 2013-09-30 | $3.2M | 30k | 106.61 |
| 2013-06-30 | $2.9M | 30k | 97.01 |
| 2013-03-31 | $3.0M | 32k | 94.44 |
| 2012-12-31 | $2.0M | 24k | 84.33 |
| 2012-09-30 | $2.0M | 24k | 83.46 |
| 2012-06-30 | $1.9M | 24k | 79.54 |
| 2012-03-31 | $2.0M | 24k | 82.82 |
| 2011-12-31 | $1.8M | 24k | 73.73 |
| 2011-09-30 | $1.6M | 25k | 64.31 |
| 2011-06-30 | $2.1M | 25k | 82.79 |
| 2011-03-31 | $2.2M | 26k | 84.18 |
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