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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$317K	Sell
2024 Q1	$338K	Buy
2023 Q4	$297K	Buy
2022 Q4	$1.84M	Buy
2022 Q3	$931K	Sell
2022 Q2	$1.04M	Sell
2022 Q1	$1.54M	Buy
2021 Q3	$989K	Sell
2021 Q2	$1.4M	Sell
2021 Q1	$2.36M	Buy