iShares S&P SmallCap 600 Index shares owned by Heritage Investment Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 125k | 118.83 |
| 2025-06-30 | $13M | 116k | 109.29 |
| 2025-03-31 | $15M | 140k | 104.57 |
| 2024-12-31 | $15M | 131k | 115.22 |
| 2024-09-30 | $15M | 126k | 116.96 |
| 2024-06-30 | $13M | 122k | 106.66 |
| 2024-03-31 | $13M | 115k | 110.52 |
| 2023-12-31 | $11M | 105k | 108.25 |
| 2023-09-30 | $8.7M | 93k | 94.33 |
| 2023-06-30 | $9.7M | 97k | 99.65 |
| 2023-03-31 | $8.3M | 85k | 96.71 |
| 2022-12-31 | $7.7M | 81k | 94.64 |
| 2022-09-30 | $5.8M | 66k | 87.19 |
| 2022-06-30 | $5.5M | 60k | 92.42 |
| 2022-03-31 | $6.4M | 59k | 107.87 |
| 2021-12-31 | $3.3M | 29k | 114.51 |
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