iShares S&P MidCap 400 Value Index shares owned by Heritage Family Offices
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in iShares S&P MidCap 400 Value Index
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All positions including iShares S&P MidCap 400 Value Index held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $293k | 2.3k | 129.71 |
| 2025-06-30 | $267k | 2.2k | 119.22 |
| 2025-03-31 | $268k | 2.2k | 119.76 |
| 2024-12-31 | $279k | 2.2k | 124.97 |
| 2024-09-30 | $274k | 2.2k | 123.59 |
| 2024-06-30 | $250k | 2.2k | 113.48 |
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