iShares S&P SmallCap 600 Index shares owned by Heritage Way Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heritage Way Advisors
from 13F filings
Historical chart of Heritage Way Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $7.3M | 64k | 114.50 |
| 2021-09-30 | $6.0M | 55k | 109.20 |
| 2021-06-30 | $5.9M | 52k | 112.97 |
| 2021-03-31 | $5.3M | 49k | 108.54 |
| 2020-12-31 | $4.7M | 51k | 91.90 |
| 2020-09-30 | $2.8M | 40k | 70.22 |
| 2020-06-30 | $2.7M | 40k | 68.30 |
| 2020-03-31 | $1.9M | 33k | 56.10 |
| 2019-12-31 | $2.4M | 29k | 83.85 |
| 2019-09-30 | $2.1M | 27k | 77.83 |
| 2019-06-30 | $1.9M | 25k | 78.29 |
| 2019-03-31 | $1.9M | 25k | 77.17 |
| 2018-12-31 | $1.6M | 23k | 69.31 |
| 2018-09-30 | $1.9M | 21k | 87.24 |
| 2018-06-30 | $2.0M | 23k | 83.47 |
| 2018-03-31 | $1.7M | 22k | 77.00 |
| 2017-12-31 | $1.7M | 22k | 76.79 |
| 2017-09-30 | $1.6M | 22k | 74.23 |
| 2017-06-30 | $1.5M | 21k | 70.12 |
| 2017-03-31 | $940k | 14k | 69.19 |
| 2016-12-31 | $884k | 6.4k | 137.52 |
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