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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth 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 Growth by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $276k 3.0k 90.93
2024-09-30 $280k 3.0k 91.93
2024-06-30 $268k 3.0k 88.11
2024-03-31 $277k 3.0k 91.25