Ishares Tr rusel 2500 etf shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Ishares Tr rusel 2500 etf (SMMD) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Ishares Tr rusel 2500 etf
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Quarterly reported holdings in Ishares Tr rusel 2500 etf by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $13M | 201k | 65.61 |
| 2023-12-31 | $13M | 204k | 61.57 |
| 2022-12-31 | $50M | 933k | 53.14 |
| 2022-09-30 | $22M | 448k | 49.75 |
| 2022-06-30 | $22M | 429k | 51.62 |
| 2022-03-31 | $29M | 471k | 62.38 |
| 2021-09-30 | $22M | 343k | 64.20 |
| 2021-06-30 | $17M | 259k | 66.23 |
| 2021-03-31 | $12M | 197k | 62.89 |
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