iShares Russell 2000 Index shares owned by Heritage Trust
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $790k | 3.3k | 241.96 |
| 2025-06-30 | $710k | 3.3k | 215.79 |
| 2025-03-31 | $651k | 3.3k | 199.49 |
| 2024-12-31 | $721k | 3.3k | 220.96 |
| 2024-06-30 | $663k | 3.3k | 202.89 |
| 2024-03-31 | $698k | 3.3k | 210.30 |
| 2023-12-31 | $649k | 3.2k | 200.71 |
| 2023-09-30 | $566k | 3.2k | 176.74 |
| 2023-06-30 | $601k | 3.2k | 187.27 |
| 2023-03-31 | $603k | 3.4k | 178.40 |
| 2022-12-31 | $589k | 3.4k | 174.36 |
| 2022-09-30 | $539k | 3.3k | 164.88 |
| 2022-06-30 | $555k | 3.3k | 169.31 |
| 2022-03-31 | $672k | 3.3k | 205.38 |
| 2021-12-31 | $735k | 3.3k | 222.39 |
| 2021-09-30 | $709k | 3.2k | 218.76 |
| 2021-06-30 | $759k | 3.3k | 229.51 |
| 2021-03-31 | $734k | 3.3k | 221.08 |
| 2020-12-31 | $672k | 3.4k | 195.98 |
| 2020-09-30 | $295k | 2.0k | 149.90 |
| 2020-06-30 | $282k | 2.0k | 143.29 |
| 2020-03-31 | $214k | 1.9k | 114.38 |
| 2019-12-31 | $208k | 1.3k | 165.34 |
| 2019-06-30 | $201k | 1.3k | 155.21 |
| 2018-12-31 | $134k | 1.0k | 133.87 |
| 2018-09-30 | $169k | 1.0k | 168.83 |
| 2018-06-30 | $164k | 1.0k | 163.84 |
| 2018-03-31 | $152k | 1.0k | 151.85 |
| 2017-12-31 | $153k | 1.0k | 152.85 |
| 2017-09-30 | $148k | 1.0k | 147.85 |
| 2017-06-30 | $88k | 626 | 140.58 |