Heritage Family Offices’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$267K	Hold	2,237	–	–	0.13%	137
2025 Q1	$268K	Buy	2,237 +8	+0.4%	+$958	0.14%	135
2024 Q4	$279K	Buy	2,229 +11	+0.5%	+$1.38K	0.14%	133
2024 Q3	$274K	Buy	2,218 +14	+0.6%	+$1.73K	0.14%	142
2024 Q2	$250K	Buy	+2,204	New	+$250K	0.14%	139