iShares S&P SmallCap 600 Index shares owned by Heritage Investors Management Corp.
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heritage Investors Management Corp.
from 13F filings
Historical chart of Heritage Investors Management Corp. investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Investors Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 32k | 118.82 |
| 2025-06-30 | $4.2M | 39k | 109.28 |
| 2025-03-31 | $4.0M | 38k | 104.58 |
| 2024-12-31 | $4.3M | 37k | 115.23 |
| 2024-09-30 | $4.2M | 36k | 116.95 |
| 2024-06-30 | $4.0M | 37k | 106.66 |
| 2024-03-31 | $4.1M | 37k | 110.51 |
| 2023-12-31 | $4.0M | 37k | 108.24 |
| 2023-09-30 | $3.2M | 34k | 94.33 |
| 2023-06-30 | $3.2M | 32k | 99.64 |
| 2023-03-31 | $3.0M | 31k | 96.70 |
| 2022-12-31 | $3.0M | 31k | 94.64 |
| 2022-09-30 | $2.6M | 30k | 87.18 |
| 2022-06-30 | $2.7M | 29k | 92.40 |
| 2022-03-31 | $3.1M | 29k | 107.88 |
| 2021-12-31 | $3.3M | 29k | 114.55 |
| 2021-09-30 | $2.8M | 26k | 109.26 |
| 2021-06-30 | $2.9M | 26k | 113.02 |
| 2021-03-31 | $2.6M | 24k | 108.51 |
| 2020-12-31 | $2.2M | 24k | 91.91 |
| 2020-09-30 | $1.7M | 24k | 70.22 |
| 2020-06-30 | $1.6M | 24k | 68.31 |
| 2020-03-31 | $1.4M | 25k | 56.11 |
| 2019-12-31 | $2.1M | 25k | 83.83 |
| 2019-09-30 | $1.8M | 23k | 77.86 |
| 2019-06-30 | $1.5M | 19k | 78.31 |
| 2019-03-31 | $1.2M | 16k | 77.15 |
| 2018-12-31 | $1.1M | 16k | 69.32 |
| 2018-09-30 | $946k | 11k | 87.27 |
| 2018-06-30 | $814k | 9.8k | 83.49 |
| 2018-03-31 | $314k | 4.1k | 77.02 |
| 2017-12-31 | $243k | 3.2k | 76.80 |
| 2017-09-30 | $236k | 3.2k | 74.12 |
| 2017-06-30 | $223k | 3.2k | 70.04 |
| 2016-09-30 | $200k | 1.6k | 124.07 |
| 2016-03-31 | $263k | 2.3k | 112.39 |
| 2015-12-31 | $236k | 2.1k | 110.28 |
| 2015-06-30 | $205k | 1.7k | 117.82 |
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