iShares S&P SmallCap 600 Index shares owned by Heron Financial Group
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heron Financial Group
from 13F filings
Historical chart of Heron Financial Group investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $335k | 3.4k | 99.65 |
| 2023-03-31 | $325k | 3.4k | 96.70 |
| 2022-12-31 | $334k | 3.5k | 94.81 |
| 2022-09-30 | $307k | 3.5k | 87.24 |
| 2022-06-30 | $322k | 3.5k | 92.48 |
| 2022-03-31 | $375k | 3.5k | 107.85 |
| 2021-12-31 | $371k | 3.5k | 107.01 |
| 2021-09-30 | $383k | 3.5k | 109.05 |
| 2021-06-30 | $397k | 3.5k | 112.98 |
| 2021-03-31 | $377k | 3.4k | 110.17 |
| 2020-12-31 | $335k | 3.4k | 98.65 |
| 2020-09-30 | $224k | 3.1k | 73.39 |
| 2020-06-30 | $205k | 3.1k | 67.17 |
| 2019-12-31 | $260k | 3.1k | 83.20 |
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