iShares S&P SmallCap 600 Index shares owned by Heritage Trust
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $350k | 3.2k | 110.52 |
| 2023-12-31 | $343k | 3.2k | 108.25 |
| 2023-09-30 | $293k | 3.1k | 94.33 |
| 2023-06-30 | $320k | 3.2k | 99.65 |
| 2023-03-31 | $312k | 3.2k | 96.70 |
| 2022-12-31 | $306k | 3.2k | 94.64 |
| 2022-09-30 | $281k | 3.2k | 87.02 |
| 2022-06-30 | $325k | 3.5k | 92.62 |
| 2022-03-31 | $399k | 3.7k | 107.78 |
| 2021-12-31 | $424k | 3.7k | 114.53 |
| 2021-09-30 | $404k | 3.7k | 109.13 |
| 2021-06-30 | $456k | 4.0k | 112.87 |
| 2021-03-31 | $438k | 4.0k | 108.47 |
| 2020-12-31 | $352k | 3.8k | 92.00 |
| 2020-09-30 | $542k | 7.7k | 70.24 |
| 2020-06-30 | $530k | 7.8k | 68.32 |
| 2020-03-31 | $0 | 7.5k | 0.00 |
| 2019-12-31 | $0 | 6.6k | 0.00 |
| 2019-09-30 | $498k | 6.4k | 77.88 |
| 2018-12-31 | $182k | 2.6k | 69.23 |
| 2018-09-30 | $111k | 1.3k | 87.20 |
| 2018-06-30 | $106k | 1.3k | 83.27 |
| 2018-03-31 | $84k | 1.1k | 76.92 |
| 2017-03-31 | $111k | 1.6k | 69.38 |
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