iShares S&P MidCap 400 Value Index shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 2.4k | 129.83 |
| 2025-06-30 | $294k | 2.4k | 123.53 |
| 2025-03-31 | $285k | 2.4k | 119.75 |
| 2024-12-31 | $297k | 2.4k | 124.79 |
| 2024-09-30 | $294k | 2.4k | 123.53 |
| 2024-06-30 | $270k | 2.4k | 113.45 |
| 2024-03-31 | $282k | 2.4k | 118.49 |
| 2023-12-31 | $271k | 2.4k | 113.87 |
| 2023-09-30 | $240k | 2.4k | 100.84 |
| 2023-06-30 | $255k | 2.4k | 107.14 |
| 2023-03-31 | $245k | 2.4k | 102.94 |
| 2022-12-31 | $242k | 2.4k | 100.79 |
| 2022-09-30 | $216k | 2.4k | 89.96 |
| 2022-06-30 | $227k | 2.4k | 94.35 |
| 2022-03-31 | $261k | 2.4k | 109.43 |
| 2021-12-31 | $263k | 2.4k | 110.50 |
| 2021-09-30 | $245k | 2.4k | 102.94 |
| 2021-06-30 | $251k | 2.4k | 105.46 |
| 2021-03-31 | $243k | 2.4k | 102.10 |
| 2020-12-31 | $205k | 2.4k | 86.13 |
| 2019-12-31 | $203k | 1.2k | 170.59 |
| 2018-09-30 | $203k | 1.2k | 167.08 |
| 2018-03-31 | $265k | 1.7k | 154.52 |
| 2017-12-31 | $275k | 1.7k | 160.35 |
| 2017-09-30 | $262k | 1.7k | 152.77 |
| 2017-06-30 | $255k | 1.7k | 148.69 |
| 2017-03-31 | $284k | 1.9k | 148.30 |
| 2015-06-30 | $215k | 1.7k | 129.13 |
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