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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Investment Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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