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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
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