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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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Heritage Investors Management Corp. 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 Investors Management Corp.

Quarter filed Position value Share count Share price at filing
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