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Heritage Oak Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,825
Closed -$226K – 117
2024
Q3 		$226K Buy
+1,825
New +$217K 0.1% 131

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Oak Wealth Advisors's IJJ Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q4 2024, closing a stake of 1,825 shares — an estimated $226K sold.

Heritage Oak Wealth Advisors first reported a position in IJJ in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 825 funds tracked by Wall St. Rank hold IJJ as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,825 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2024, an estimated $226K.
  • Heritage Oak Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $226K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.