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iShares S&P MidCap 400 Value Index shares owned by Heritage Financial Services

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Heritage Financial Services 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 Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $277k 2.2k 124.95
2024-09-30 $240k 1.9k 123.62
2024-06-30 $220k 1.9k 113.46
2024-03-31 $230k 1.9k 118.29

More positions owned by Heritage Financial Services

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Msci Intl (IDEV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Sustainabilty (DFSU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
FMR
UBS Group
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Raymond James Financial
Cullen Frost Bankers
Ameriprise Financial
LPL Financial
Northern Trust
Financial Engines Advisors L.L.C
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index