Heritage Wealth Management (Arizona)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$326K	Sell
2024 Q1	$354K	Buy
2023 Q4	$277K	Buy
2022 Q4	$651K	Buy
2022 Q3	$303K	Buy
2022 Q2	$295K	Sell
2022 Q1	$433K	Buy
2021 Q3	$461K	Sell
2021 Q2	$532K	Sell
2021 Q1	$631K	Buy