iShares Russell 2000 Index shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.2M | 11k | 202.89 |
| 2024-03-31 | $2.5M | 12k | 210.30 |
| 2023-12-31 | $2.2M | 11k | 200.71 |
| 2022-12-31 | $10M | 59k | 174.36 |
| 2022-09-30 | $4.7M | 28k | 164.91 |
| 2022-06-30 | $3.8M | 22k | 169.36 |
| 2022-03-31 | $4.4M | 22k | 205.27 |
| 2021-09-30 | $2.9M | 13k | 218.73 |
| 2021-06-30 | $2.0M | 8.6k | 229.37 |
| 2021-03-31 | $525k | 2.4k | 220.77 |
More positions owned by Heritage Wealth Management
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