iShares S&P MidCap 400 Index shares owned by Heritage Way Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heritage Way Advisors
from 13F filings
Historical chart of Heritage Way Advisors investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $7.4M | 26k | 283.09 |
| 2021-09-30 | $6.2M | 23k | 263.09 |
| 2021-06-30 | $6.0M | 22k | 268.73 |
| 2021-03-31 | $5.2M | 20k | 260.27 |
| 2020-12-31 | $4.5M | 20k | 229.81 |
| 2020-09-30 | $2.9M | 16k | 185.28 |
| 2020-06-30 | $2.8M | 16k | 177.80 |
| 2020-03-31 | $2.3M | 16k | 143.83 |
| 2019-12-31 | $2.5M | 12k | 205.80 |
| 2019-09-30 | $2.2M | 11k | 193.20 |
| 2019-06-30 | $2.1M | 11k | 194.23 |
| 2019-03-31 | $2.1M | 11k | 189.43 |
| 2018-12-31 | $1.7M | 10k | 166.03 |
| 2018-09-30 | $2.0M | 9.8k | 201.33 |
| 2018-06-30 | $2.0M | 10k | 194.76 |
| 2018-03-31 | $1.8M | 9.4k | 187.54 |
| 2017-12-31 | $1.8M | 9.4k | 189.82 |
| 2017-09-30 | $1.7M | 9.4k | 178.85 |
| 2017-06-30 | $1.6M | 9.1k | 173.99 |
| 2017-03-31 | $990k | 5.8k | 171.22 |
| 2016-12-31 | $900k | 5.4k | 165.29 |
More positions owned by Heritage Way Advisors
Home Depot (HD)
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