iShares S&P MidCap 400 Index shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas 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 Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 40k | 65.27 |
| 2025-06-30 | $2.5M | 41k | 61.99 |
| 2025-03-31 | $2.5M | 43k | 58.35 |
| 2024-12-31 | $2.9M | 47k | 62.31 |
| 2024-09-30 | $3.0M | 49k | 62.32 |
| 2024-06-30 | $2.9M | 50k | 58.52 |
| 2024-03-31 | $3.1M | 51k | 60.74 |
| 2023-12-31 | $2.9M | 10k | 277.23 |
| 2023-09-30 | $2.6M | 11k | 249.34 |
| 2023-06-30 | $2.8M | 11k | 261.46 |
| 2023-03-31 | $2.8M | 11k | 250.16 |
| 2022-12-31 | $2.7M | 11k | 241.88 |
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