iShares S&P MidCap 400 Value Index shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management 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 Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $250k | 2.2k | 113.48 |
| 2024-03-31 | $259k | 2.2k | 118.27 |
| 2023-12-31 | $250k | 2.2k | 114.02 |
| 2022-12-31 | $433k | 4.3k | 100.79 |
| 2022-09-30 | $192k | 2.1k | 89.89 |
| 2022-06-30 | $200k | 2.1k | 94.39 |
| 2022-03-31 | $232k | 2.1k | 109.85 |
| 2021-09-30 | $216k | 2.1k | 103.10 |
| 2021-06-30 | $219k | 2.1k | 105.09 |
| 2021-03-31 | $212k | 2.1k | 102.07 |
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