iShares S&P SmallCap 600 Index shares owned by Heritage Family Offices
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 2.6k | 118.82 |
| 2025-06-30 | $306k | 2.9k | 104.00 |
| 2025-03-31 | $307k | 2.9k | 104.56 |
| 2024-12-31 | $338k | 2.9k | 115.20 |
| 2024-09-30 | $343k | 2.9k | 116.96 |
| 2024-06-30 | $317k | 3.0k | 106.67 |
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