Heritage Wealth Management (Arizona)’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $250K | Buy |
2,204
+16
| +0.7% | +$1.82K | 0.14% | 139 |
|
|
2024
Q1 | $259K | Hold |
2,188
| – | – | 0.13% | 141 |
|
|
2023
Q4 | $249K | Buy |
+2,188
| New | +$249K | 0.14% | 137 |
|
|
2022
Q4 | $433K | Buy |
4,296
+2,160
| +101% | +$218K | 0.06% | 237 |
|
|
2022
Q3 | $192K | Buy |
2,136
+15
| +0.7% | +$1.35K | 0.06% | 232 |
|
|
2022
Q2 | $200K | Buy |
2,121
+9
| +0.4% | +$849 | 0.07% | 234 |
|
|
2022
Q1 | $232K | Buy |
+2,112
| New | +$232K | 0.06% | 243 |
|
|
2021
Q3 | $216K | Buy |
2,095
+11
| +0.5% | +$1.13K | 0.08% | 202 |
|
|
2021
Q2 | $219K | Buy |
2,084
+7
| +0.3% | +$736 | 0.08% | 209 |
|
|
2021
Q1 | $212K | Buy |
+2,077
| New | +$212K | 0.12% | 157 |
|