iShares S&P MidCap 400 Index shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares S&P MidCap 400 Index
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All positions including iShares S&P MidCap 400 Index held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $372k | 6.0k | 62.31 |
| 2024-09-30 | $328k | 5.3k | 62.32 |
| 2024-06-30 | $289k | 4.9k | 58.52 |
| 2024-03-31 | $299k | 4.9k | 60.74 |
| 2023-12-31 | $380k | 1.4k | 277.15 |
| 2023-09-30 | $228k | 916 | 249.35 |
| 2023-06-30 | $241k | 920 | 261.48 |
| 2023-03-31 | $236k | 944 | 250.16 |
| 2022-12-31 | $238k | 982 | 241.89 |
| 2022-09-30 | $225k | 1.0k | 219.08 |
| 2022-06-30 | $232k | 1.0k | 225.90 |
| 2022-03-31 | $268k | 1.0k | 268.00 |
| 2021-12-31 | $269k | 951 | 282.86 |
More positions owned by Heritage Financial Services
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