Heritage Family Offices’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$321K	Hold	5,520	–	–	0.16%	119
2025 Q1	$322K	Buy	5,520 +4	+0.1%	+$233	0.16%	117
2024 Q4	$344K	Buy	5,516 +5	+0.1%	+$312	0.17%	114
2024 Q3	$343K	Sell	5,511 -55	-1%	-$3.43K	0.18%	117
2024 Q2	$326K	Buy	+5,566	New	+$326K	0.18%	108