Heritage Wealth Management (Arizona)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $326K | Sell |
5,566
-256
| -4% | -$15K | 0.18% | 108 |
|
|
2024
Q1 | $354K | Buy |
5,822
+822
| +16% | +$49.9K | 0.18% | 110 |
|
|
2023
Q4 | $277K | Buy |
+5,000
| New | +$277K | 0.15% | 125 |
|
|
2022
Q4 | $651K | Buy |
13,450
+6,540
| +95% | +$316K | 0.09% | 157 |
|
|
2022
Q3 | $303K | Buy |
6,910
+400
| +6% | +$17.5K | 0.1% | 151 |
|
|
2022
Q2 | $295K | Sell |
6,510
-1,560
| -19% | -$70.6K | 0.1% | 157 |
|
|
2022
Q1 | $433K | Buy |
+8,070
| New | +$433K | 0.12% | 138 |
|
|
2021
Q3 | $461K | Sell |
8,755
-1,135
| -11% | -$59.8K | 0.16% | 99 |
|
|
2021
Q2 | $532K | Sell |
9,890
-2,235
| -18% | -$120K | 0.2% | 87 |
|
|
2021
Q1 | $631K | Buy |
+12,125
| New | +$631K | 0.36% | 64 |
|