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

Heritage Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.71K	Hold	55	–	–	﹤0.01%	586
2025 Q4	$3.63K	Sell	55 -110	-67%	-$7.21K	﹤0.01%	517
2025 Q3	$10.8K	Buy	+165	New	+$10.6K	﹤0.01%	422
2025 Q2	–	Sell	-2,170	Closed	-$127K	–	583
2025 Q1	$127K	Sell	2,170 -1,425	-40%	-$88.5K	0.01%	228
2024 Q4	$224K	Sell	3,595 -1,500	-29%	-$96.2K	0.01%	194
2024 Q3	$318K	Sell	5,095 -34,078	-87%	-$2.06M	0.01%	173
2024 Q2	$3.84M	Buy	39,173 +37,748	+2,649%	+$2.22M	0.17%	48
2024 Q1	$86.6K	Hold	1,425	–	–	﹤0.01%	275
2023 Q4	$79K	Hold	1,425	–	–	﹤0.01%	291
2023 Q3	$71.1K	Hold	1,425	–	–	﹤0.01%	274
2023 Q2	$74.5K	Buy	1,425 +175	+14%	+$8.7K	﹤0.01%	282
2023 Q1	$62.5K	Sell	1,250 -220	-15%	-$11.2K	﹤0.01%	293
2022 Q4	$71.1K	Sell	1,470 -385	-21%	-$18.6K	﹤0.01%	285
2022 Q3	$81.3K	Hold	1,855	–	–	0.01%	263
2022 Q2	$84K	Buy	1,855 +1,025	+123%	+$50.6K	0.01%	276
2022 Q1	$45K	Sell	830 -123,500	-99%	-$6.58M	﹤0.01%	327
2021 Q4	$7.04M	Hold	124,330	–	–	0.39%	34
2021 Q3	$6.54M	Hold	124,330	–	–	0.4%	34
2021 Q2	$6.68M	Hold	124,330	–	–	0.41%	35
2021 Q1	$6.47M	Sell	124,330 -155	-0.1%	-$7.74K	0.39%	36
2020 Q4	$5.72M	Sell	124,485 -2,450	-2%	-$103K	0.36%	39
2020 Q3	$4.7M	Hold	126,935	–	–	0.61%	34
2020 Q2	$4.51M	Sell	126,935 -690	-0.5%	-$22.9K	0.63%	32
2020 Q1	$3.67M	Sell	127,625 -320	-0.3%	-$11.9K	0.66%	32
2019 Q4	$5.27M	Buy	127,945 +1,190	+0.9%	+$47.2K	0.7%	20
2019 Q3	$4.9M	Sell	126,755 -140	-0.1%	-$5.38K	0.72%	18
2019 Q2	$4.93M	Buy	126,895 +300	+0.2%	+$11.5K	0.76%	17
2019 Q1	$4.8M	Sell	126,595 -99,535	-44%	-$3.68M	0.79%	18
2018 Q4	$7.51M	Buy	+226,130	New	+$8.25M	1.47%	11

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Heritage Wealth Advisors's IJH Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q1 2026 at 55 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Heritage Wealth Advisors first reported a position in IJH in Q4 2018 and has held it in 29 quarters since. The position peaked at $7.51M in Q4 2018. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Heritage Wealth Advisors held 55 shares of iShares Core S&P Mid-Cap ETF worth $3.71K as of Q1 2026.
Heritage Wealth Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q1 2026.
iShares Core S&P Mid-Cap ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #586 holding.
Heritage Wealth Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
Heritage Wealth Advisors's iShares Core S&P Mid-Cap ETF position peaked at $7.51M in Q4 2018.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.