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iShares S&P SmallCap 600 Index shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 2.1k 118.85
2025-06-30 $215k 2.0k 109.31
2025-03-31 $207k 2.0k 104.55
2024-12-31 $205k 1.8k 115.23
2024-09-30 $207k 1.8k 116.96

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Us Bancorp Del Com New (USB)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Johnson & Johnson (JNJ)
Kroger (KR)
Cisco Systems (CSCO)
Allstate Corporation (ALL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)

View all positions for Heritage Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index