iShares S&P SmallCap 600 Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $229k | 2.1k | 108.27 |
| 2023-09-30 | $31k | 324 | 94.33 |
| 2023-06-30 | $32k | 324 | 99.65 |
| 2023-03-31 | $19k | 200 | 96.70 |
| 2019-12-31 | $27k | 324 | 83.85 |
| 2019-09-30 | $25k | 324 | 77.16 |
| 2019-06-30 | $25k | 324 | 78.28 |
| 2019-03-31 | $25k | 324 | 77.15 |
| 2018-12-31 | $22k | 324 | 67.90 |
| 2018-09-30 | $28k | 324 | 86.42 |
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