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iShares S&P MidCap 400 Index shares owned by Heritage Wealth Partners

Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Heritage Wealth Partners from 13F filings

Historical chart of Heritage Wealth Partners investment in iShares S&P MidCap 400 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 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 MidCap 400 Index by Heritage Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $255k 920 277.01
2023-12-31 $255k 920 277.01
2023-09-30 $227k 912 249.35
2023-06-30 $256k 980 261.48
2022-12-31 $286k 1.1k 250.66

More positions owned by Heritage Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Short Treas Bd (SHV)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Innovator Etfs Tr Us Eqt Ultra Bf (UAUG)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Heritage Wealth Partners

Top funds holding iShares S&P MidCap 400 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Jpmorgan Chase & Co
Morgan Stanley
FMR
UBS Group
Royal Bank of Canada
BlackRock
Raymond James & Associates
Northern Trust
Pnc Financial Services
Envestnet Asset Management

View all funds holding iShares S&P MidCap 400 Index