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
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $297k | 2.7k | 108.26 |
2022-12-31 | $1.8M | 20k | 94.64 |
2022-09-30 | $931k | 11k | 87.21 |
2022-06-30 | $1.0M | 11k | 92.41 |
2022-03-31 | $1.5M | 14k | 107.91 |
2021-09-30 | $989k | 9.1k | 109.22 |
2021-06-30 | $1.4M | 12k | 112.97 |
2021-03-31 | $2.4M | 22k | 108.53 |
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