iShares S&P MidCap 400 Index shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Heritage Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $248k | 4.2k | 58.35 |
| 2024-12-31 | $270k | 4.3k | 62.32 |
| 2024-09-30 | $272k | 4.4k | 62.32 |
| 2024-06-30 | $255k | 4.4k | 58.51 |
| 2024-03-31 | $255k | 920 | 277.01 |
| 2023-12-31 | $255k | 920 | 277.01 |
| 2023-09-30 | $227k | 912 | 249.35 |
| 2023-06-30 | $256k | 980 | 261.48 |
| 2022-12-31 | $286k | 1.1k | 250.66 |