iShares Russell 3000 Index shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 5.4k | 378.96 |
| 2025-06-30 | $1.9M | 5.5k | 351.02 |
| 2025-03-31 | $1.8M | 5.8k | 317.65 |
| 2024-12-31 | $2.1M | 6.2k | 334.26 |
| 2024-09-30 | $2.1M | 6.4k | 326.74 |
| 2024-06-30 | $2.2M | 7.0k | 308.68 |
| 2024-03-31 | $2.1M | 7.0k | 300.09 |
| 2023-12-31 | $1.9M | 7.0k | 273.75 |
| 2023-09-30 | $1.7M | 7.0k | 245.07 |
| 2023-06-30 | $1.8M | 7.0k | 254.49 |
| 2023-03-31 | $1.7M | 7.1k | 235.42 |
| 2022-12-31 | $1.6M | 7.1k | 220.69 |
| 2022-09-30 | $1.5M | 7.1k | 206.92 |
| 2022-06-30 | $1.5M | 7.1k | 217.39 |
| 2022-03-31 | $1.9M | 7.1k | 262.28 |
| 2021-12-31 | $2.0M | 7.2k | 277.47 |
More positions owned by Heritage Financial Services
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