iShares S&P MidCap 400 Index shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $277k | 1.0k | 277.08 |
| 2022-12-31 | $651k | 2.7k | 241.85 |
| 2022-09-30 | $303k | 1.4k | 219.25 |
| 2022-06-30 | $295k | 1.3k | 226.27 |
| 2022-03-31 | $433k | 1.6k | 268.28 |
| 2021-09-30 | $461k | 1.8k | 263.28 |
| 2021-06-30 | $532k | 2.0k | 268.96 |
| 2021-03-31 | $631k | 2.4k | 260.21 |
More positions owned by Heritage Wealth Management
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