Heritage Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $215K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $372K | Buy |
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|
2024
Q3 | $328K | Buy |
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|
2024
Q2 | $289K | Hold |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $241K | Sell |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $269K | Buy |
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