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iShares S&P SmallCap 600 Value Idx shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in iShares S&P SmallCap 600 Value Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Value Idx held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $698k 6.8k 103.07
2023-09-30 $559k 6.3k 89.22
2023-06-30 $596k 6.3k 95.09
2023-03-31 $587k 6.3k 93.59
2022-12-31 $573k 6.3k 91.31
2022-09-30 $517k 6.3k 82.46
2022-06-30 $558k 6.3k 89.00
2022-03-31 $581k 5.7k 102.47

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard Short-Term Infl-Prot Secs ETF Etf (VTIP)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
SPDR S&P 500 Index Etf (SPY)
Merck & Co (MRK)
UnitedHealth (UNH)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)

View all positions for Heritage Wealth Advisors

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
Wells Fargo & Company
Regions Bank
Advisor Group Holdings
UBS Group
M^T Bank Corporation
Prime Capital Investment Advisors
CI Private Wealth
Modera Wealth Management
Pnc Financial Services
Commonwealth Equity Services
Goldman Sachs Group
Orion Portfolio Solutions
Bessemer
HighTower Advisors

View all funds holding iShares S&P SmallCap 600 Value Idx