Heritage Wealth Management (Arizona)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$250K	Buy
2024 Q1	$259K	Hold
2023 Q4	$249K	Buy
2022 Q4	$433K	Buy
2022 Q3	$192K	Buy
2022 Q2	$200K	Buy
2022 Q1	$232K	Buy
2021 Q3	$216K	Buy
2021 Q2	$219K	Buy
2021 Q1	$212K	Buy