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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IJH Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.4% in Q2 2024, selling an estimated $15K and leaving 5,566 shares worth $326K. The position accounts for 0.18% of the portfolio, ranked #108.

Heritage Wealth Management (Arizona) first reported a position in IJH in Q1 2021 and has held it in 10 quarters since. The position peaked at $651K in Q4 2022. 2,222 funds tracked by Wall St. Rank hold IJH as of Q2 2024.

Heritage Wealth Management (Arizona) held 5,566 shares of iShares Core S&P Mid-Cap ETF worth $326K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 256 iShares Core S&P Mid-Cap ETF shares in Q2 2024, an estimated $15K.
iShares Core S&P Mid-Cap ETF made up 0.18% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #108 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s iShares Core S&P Mid-Cap ETF position peaked at $651K in Q4 2022.
2,222 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.