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Ishares Tr rus200 grw idx shares owned by Heritage Trust

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 grw idx by Heritage Trust

Quarter filed Position value Share count Share price at filing
2024-06-30 $456k 2.1k 214.52
2024-03-31 $470k 2.4k 195.10
2023-12-31 $422k 2.4k 175.22

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
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Alphabet Common Stock (GOOG)
Qualcomm Common Stock (QCOM)
Abbvie Common Stock (ABBV)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Unitedhealth Group Common Stock (UNH)
SPDR S&P 500 Etf-equity (SPY)
Oracle Corp Common Stock (ORCL)
Home Depot Common Stock (HD)
Walmart Common Stock (WMT)
Visa Common Stock (V)
Johnson & Johnson Common Stock (JNJ)

View all positions for Heritage Trust

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Union Bankshares
Cambridge Investment Research Advisors
Bryn Mawr Trust
Envestnet Asset Management

View all funds holding Ishares Tr rus200 grw idx