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

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

Historical chart of Heritage Wealth Partners 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 Partners 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 Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $208k 1.8k 115.24
2024-09-30 $209k 1.8k 116.97
2024-03-31 $208k 1.9k 108.24
2023-12-31 $208k 1.9k 108.24

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Small Cp Etf (VB)
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)
Meta Platforms Cl A
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Heritage Wealth Partners

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Goldman Sachs Group
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock

View all funds holding iShares S&P SmallCap 600 Index