iShares S&P MidCap 400 Index shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.9M | 14k | 277.13 |
| 2023-09-30 | $3.4M | 14k | 249.34 |
| 2023-06-30 | $3.3M | 13k | 261.45 |
| 2023-03-31 | $3.1M | 13k | 250.20 |
| 2022-12-31 | $3.0M | 13k | 241.90 |
| 2022-09-30 | $2.6M | 12k | 219.28 |
| 2022-06-30 | $2.7M | 12k | 226.23 |
| 2022-03-31 | $3.2M | 12k | 268.31 |
| 2021-12-31 | $3.2M | 11k | 283.02 |
| 2021-09-30 | $2.7M | 10k | 263.12 |
| 2021-06-30 | $2.7M | 10k | 268.75 |
| 2021-03-31 | $2.4M | 9.4k | 260.26 |
| 2020-12-31 | $2.2M | 9.7k | 229.78 |
| 2020-09-30 | $1.8M | 9.7k | 185.28 |
| 2020-06-30 | $1.7M | 9.6k | 177.80 |
| 2020-03-31 | $1.3M | 9.2k | 143.88 |
| 2019-12-31 | $1.9M | 9.2k | 205.83 |
| 2019-09-30 | $1.6M | 8.1k | 193.29 |
| 2019-06-30 | $1.4M | 7.0k | 194.31 |
| 2019-03-31 | $1.2M | 6.1k | 189.33 |
| 2018-12-31 | $955k | 5.7k | 166.14 |
| 2018-09-30 | $761k | 3.8k | 201.32 |
| 2018-06-30 | $631k | 3.2k | 194.75 |
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