iShares S&P SmallCap 600 Value Idx shares owned by Heritage Financial Services
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in iShares S&P SmallCap 600 Value Idx
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Value Idx held by Heritage Financial Services 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 Value Idx by Heritage Financial Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $231k | 2.1k | 108.61 |
2024-09-30 | $229k | 2.1k | 107.66 |
2024-06-30 | $207k | 2.1k | 97.27 |
2024-03-31 | $219k | 2.1k | 102.76 |
2022-06-30 | $4.0k | 50 | 80.00 |
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