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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
2024-03-31 $470k 2.4k 195.10
2023-12-31 $422k 2.4k 175.22

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

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
Envestnet Asset Management
Ameriprise Financial
Commonwealth Equity Services
LPL Financial
Bank of America Corporation
Morgan Stanley
Clark Capital Management Group
Mariner Wealth Advisors
Branch Banking & Trust Company
Baystate Wealth Management
AE Wealth Management
Advisor Group Holdings

View all funds holding Ishares Tr rus200 grw idx