iShares S&P MidCap 400 Index shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth 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 Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $224k | 3.6k | 62.31 |
| 2024-09-30 | $318k | 5.1k | 62.32 |
| 2024-06-30 | $2.3M | 39k | 58.52 |
| 2024-03-31 | $87k | 1.4k | 60.74 |
| 2023-12-31 | $79k | 285 | 277.15 |
| 2023-09-30 | $71k | 285 | 249.35 |
| 2023-06-30 | $75k | 285 | 261.48 |
| 2023-03-31 | $63k | 250 | 250.16 |
| 2022-12-31 | $71k | 294 | 241.89 |
| 2022-09-30 | $81k | 371 | 219.26 |
| 2022-06-30 | $84k | 371 | 226.42 |
| 2022-03-31 | $45k | 166 | 271.08 |
| 2021-12-31 | $7.0M | 25k | 283.08 |
| 2021-09-30 | $6.5M | 25k | 263.07 |
| 2021-06-30 | $6.7M | 25k | 268.73 |
| 2021-03-31 | $6.5M | 25k | 260.28 |
| 2020-12-31 | $5.7M | 25k | 229.83 |
| 2020-09-30 | $4.7M | 25k | 185.31 |
| 2020-06-30 | $4.5M | 288k | 15.69 |
| 2020-03-31 | $3.7M | 26k | 143.86 |
| 2019-12-31 | $5.3M | 26k | 205.82 |
| 2019-09-30 | $4.9M | 25k | 193.21 |
| 2019-06-30 | $4.9M | 25k | 194.26 |
| 2019-03-31 | $4.8M | 25k | 189.40 |
| 2018-12-31 | $7.5M | 45k | 166.05 |