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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 SmallCap 600 Index by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
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

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Emerging Markets (DFSE)

View all positions for Heritage Financial Services

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index