Heritage Wealth Management (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
18,314
+1,066
| +6% | +$132K | 1.51% | 15 |
|
|
2025
Q1 | $2.07M | Buy |
17,248
+737
| +4% | +$88.2K | 1.55% | 14 |
|
|
2024
Q4 | $2.06M | Buy |
16,511
+3,789
| +30% | +$473K | 1.49% | 14 |
|
|
2024
Q3 | $1.57M | Sell |
12,722
-135
| -1% | -$16.7K | 1.11% | 17 |
|
|
2024
Q2 | $1.46M | Buy |
12,857
+363
| +3% | +$41.2K | 1.07% | 18 |
|
|
2024
Q1 | $1.48M | Sell |
12,494
-836
| -6% | -$98.9K | 1.12% | 18 |
|
|
2023
Q4 | $1.52M | Buy |
+13,330
| New | +$1.52M | 1.22% | 17 |
|