Heritage Wealth Management, Inc./Texas »

iShares S&P SmallCap 600 Index shares owned by Heritage Wealth Management, Inc./Texas

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

Historical chart of Heritage Wealth Management, Inc./Texas investment in iShares S&P SmallCap 600 Index

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All positions including iShares S&P SmallCap 600 Index held by Heritage Wealth Management, Inc./Texas 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, Inc./Texas

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 34k 116.97
2024-06-30 $3.8M 35k 106.67
2024-03-31 $4.2M 38k 110.52
2023-12-31 $4.2M 39k 108.26
2023-09-30 $3.3M 35k 94.34
2023-06-30 $3.5M 35k 99.66
2023-03-31 $3.6M 37k 96.70
2022-12-31 $3.5M 37k 94.64

More positions owned by Heritage Wealth Management, Inc./Texas

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Targa Res Corp (TRGP)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)

View all positions for Heritage Wealth Management, Inc./Texas

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