Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.98M | Hold |
37,748
| – | – | 0.19% | 44 |
|
|
2025
Q1 | $3.76M | Hold |
37,748
| – | – | 0.19% | 45 |
|
|
2024
Q4 | $4M | Hold |
37,748
| – | – | 0.2% | 43 |
|
|
2024
Q3 | $4M | Buy |
+37,748
| New | +$4M | 0.19% | 46 |
|
|
2024
Q2 | – | Sell |
-37,748
| Closed | -$3.9M | – | 524 |
|
|
2024
Q1 | $3.9M | Hold |
37,748
| – | – | 0.18% | 48 |
|
|
2023
Q4 | $3.58M | Buy |
+37,748
| New | +$3.58M | 0.18% | 48 |
|