Heritage Oak Wealth Advisors’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
2024 Q4	–	Sell	-1,825	Closed	-$226K	–	117
2024 Q3	$226K	Buy	+1,825	New	+$226K	0.1%	131