iShares S&P SmallCap 600 Growth shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $324k | 2.3k | 141.50 |
| 2025-06-30 | $304k | 2.3k | 133.04 |
| 2025-03-31 | $285k | 2.3k | 124.50 |
| 2024-12-31 | $310k | 2.3k | 135.37 |
| 2024-09-30 | $319k | 2.3k | 139.49 |
| 2024-06-30 | $294k | 2.3k | 128.43 |
| 2024-03-31 | $299k | 2.3k | 130.73 |
| 2023-12-31 | $286k | 2.3k | 125.14 |
| 2023-09-30 | $251k | 2.3k | 109.68 |
| 2023-06-30 | $263k | 2.3k | 114.93 |
| 2023-03-31 | $252k | 2.3k | 109.94 |
| 2022-12-31 | $247k | 2.3k | 108.07 |
| 2022-09-30 | $233k | 2.3k | 101.84 |
| 2022-06-30 | $346k | 3.3k | 105.23 |
| 2022-03-31 | $346k | 2.8k | 125.18 |
| 2021-12-31 | $139k | 1.0k | 139.00 |
| 2021-09-30 | $130k | 1.0k | 130.04 |
| 2021-06-30 | $133k | 1.0k | 132.63 |
| 2021-03-31 | $128k | 1.0k | 128.23 |
| 2020-12-31 | $114k | 1.0k | 114.00 |
| 2020-09-30 | $88k | 500 | 176.44 |
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