iShares S&P SmallCap 600 Index shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $277k | 2.4k | 116.96 |
| 2024-06-30 | $248k | 2.3k | 106.66 |
| 2024-03-31 | $264k | 2.4k | 110.52 |
| 2023-12-31 | $382k | 3.5k | 108.25 |
| 2023-09-30 | $216k | 2.3k | 94.33 |
| 2023-06-30 | $211k | 2.1k | 99.65 |
| 2023-03-31 | $215k | 2.2k | 96.70 |
| 2022-12-31 | $210k | 2.2k | 94.64 |
| 2022-06-30 | $192k | 2.1k | 92.17 |
| 2021-12-31 | $224k | 2.0k | 114.40 |
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