ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

HERITAGE INVESTORS MANAGEMENT CORP's Holding History (CIK: 0000937589)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,593 Value ($000) $4 Avg Close — Range —
Q3 2025
Shares 17,402 Value ($000) $4 Avg Close — Range —
Q2 2025
Shares 17,218 Value ($000) $4 Avg Close — Range —
Q1 2025
Shares 17,233 Value ($000) $3 Avg Close — Range —
Q4 2024
Shares 17,600 Value ($000) $4 Avg Close — Range —
Q3 2024
Shares 17,725 Value ($000) $4 Avg Close — Range —
Q2 2024
Shares 17,809 Value ($000) $4 Avg Close — Range —
Q1 2024
Shares 18,059 Value ($000) $4 Avg Close — Range —
Q4 2023
Shares 18,778 Value ($000) $4 Avg Close — Range —
Q3 2023
Shares 18,470 Value ($000) $3 Avg Close — Range —
Q2 2023
Shares 19,490 Value ($000) $4 Avg Close — Range —
Q1 2023
Shares 19,527 Value ($000) $3 Avg Close — Range —
Q4 2022
Shares 19,542 Value ($000) $3 Avg Close — Range —
Q3 2022
Shares 19,602 Value ($000) $3,233 Avg Close — Range —
Q2 2022
Shares 19,853 Value ($000) $3,362 Avg Close — Range —
Q1 2022
Shares 20,057 Value ($000) $4,117 Avg Close — Range —
Q4 2021
Shares 20,050 Value ($000) $4,462 Avg Close — Range —
Q3 2021
Shares 19,848 Value ($000) $4,340 Avg Close — Range —
Q2 2021
Shares 19,938 Value ($000) $4,576 Avg Close — Range —
Q1 2021
Shares 20,274 Value ($000) $4,478 Avg Close — Range —
Q4 2020
Shares 21,309 Value ($000) $4,179 Avg Close — Range —
Q3 2020
Shares 22,440 Value ($000) $3,359 Avg Close — Range —
Q2 2020
Shares 22,624 Value ($000) $3,237 Avg Close — Range —
Q1 2020
Shares 22,624 Value ($000) $2,589 Avg Close — Range —
Q4 2019
Shares 22,934 Value ($000) $3,799 Avg Close — Range —
Q3 2019
Shares 23,420 Value ($000) $3,544 Avg Close — Range —
Q2 2019
Shares 29,712 Value ($000) $4,620 Avg Close — Range —
Q1 2019
Shares 30,427 Value ($000) $4,658 Avg Close — Range —
Q4 2018
Shares 30,565 Value ($000) $4,093 Avg Close — Range —
Q3 2018
Shares 31,165 Value ($000) $5,253 Avg Close — Range —
Q2 2018
Shares 31,595 Value ($000) $5,174 Avg Close — Range —
Q1 2018
Shares 32,355 Value ($000) $4,912 Avg Close — Range —
Q4 2017
Shares 31,407 Value ($000) $4,788 Avg Close — Range —
Q3 2017
Shares 31,607 Value ($000) $4,684 Avg Close — Range —
Q2 2017
Shares 30,692 Value ($000) $4,325 Avg Close — Range —
Q1 2017
Shares 32,217 Value ($000) $4,429 Avg Close — Range —
Q4 2016
Shares 31,942 Value ($000) $4,307 Avg Close — Range —
Q3 2016
Shares 31,484 Value ($000) $3,911 Avg Close — Range —
Q2 2016
Shares 31,504 Value ($000) $3,622 Avg Close — Range —
Q1 2016
Shares 31,214 Value ($000) $3,453 Avg Close — Range —
Q4 2015
Shares 31,264 Value ($000) $3,521 Avg Close — Range —
Q3 2015
Shares 30,564 Value ($000) $3,338 Avg Close — Range —
Q2 2015
Shares 30,414 Value ($000) $3,797 Avg Close — Range —
Q1 2015
Shares 30,914 Value ($000) $3,845 Avg Close — Range —
Q4 2014
Shares 31,014 Value ($000) $3,710 Avg Close — Range —
Q3 2014
Shares 30,979 Value ($000) $3,388 Avg Close — Range —
Q2 2014
Shares 30,904 Value ($000) $3,672 Avg Close — Range —
Q1 2014
Shares 30,754 Value ($000) $3,578 Avg Close — Range —
Q4 2013
Shares 30,315 Value ($000) $3,497 Avg Close — Range —
Q3 2013
Shares 29,790 Value ($000) $3,176 Avg Close — Range —
Q2 2013
Shares 30,162 Value ($000) $2,926 Avg Close — Range —