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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

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Quarterly 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

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)

View all positions for Heritage Financial Services

Top funds holding iShares S&P SmallCap 600 Value Idx

Bank of America Corporation
FMR
M^T Bank Corporation
Regions Bank
Wells Fargo & Company
UBS Group
Prime Capital Investment Advisors
Ameriprise Financial
LPL Financial
Modera Wealth Management
Envestnet Asset Management
Pnc Financial Services
Commonwealth Equity Services
Royal Bank of Canada
One Capital Management

View all funds holding iShares S&P SmallCap 600 Value Idx