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	5,566 -256	-4%	-$15K	0.18%	108
2024 Q1	$354K	Buy	5,822 +822	+16%	+$46.5K	0.18%	110
2023 Q4	$277K	Buy	+5,000	New	+$254K	0.15%	125
2022 Q4	$651K	Buy	13,450 +6,540	+95%	+$316K	0.09%	157
2022 Q3	$303K	Buy	6,910 +400	+6%	+$19.3K	0.1%	151
2022 Q2	$295K	Sell	6,510 -1,560	-19%	-$77K	0.1%	157
2022 Q1	$433K	Buy	+8,070	New	+$430K	0.12%	138
2021 Q3	$461K	Sell	8,755 -1,135	-11%	-$61.1K	0.16%	99
2021 Q2	$532K	Sell	9,890 -2,235	-18%	-$121K	0.2%	87
2021 Q1	$631K	Buy	+12,125	New	+$606K	0.36%	64

Other funds holding IJH

Northwestern Mutual Wealth Management

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

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

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return