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iShares S&P MidCap 400 Value Index shares owned by Heritage Wealth Advisors

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

Historical chart of Heritage Wealth Advisors 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 Wealth Advisors 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 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 38k 110.95
2025-06-30 $4.0M 38k 105.49
2025-03-31 $3.8M 38k 99.50
2024-12-31 $4.0M 38k 106.08
2024-09-30 $4.0M 38k 106.03
2024-03-31 $3.9M 38k 103.28
2023-12-31 $3.6M 38k 94.72

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
iShares Core MSCI EAFE Etf (IEFA)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Raytheon Technologies Corp (RTX)
Brookfield Corp Cl A Ltd Vt Sh (BN)
iShares Russell Midcap Value Etf (IWS)
Apple (AAPL)
Berkshire Hathaway Cl B CL B (BRK.B)
Johnson & Johnson (JNJ)
MasterCard Incorporated (MA)
iShares Core MSCI Emerging Markets ETF Etf (IEMG)
Automatic Data Processing (ADP)
Merck & Co (MRK)
Wal-Mart Stores (WMT)

View all positions for Heritage Wealth Advisors

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