Heritage Wealth Management (Texas)’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
40,946
-2,333
| -5% | -$145K | 1.26% | 13 |
|
|
2025
Q1 | $2.53M | Sell |
43,279
-3,600
| -8% | -$210K | 1.46% | 12 |
|
|
2024
Q4 | $2.92M | Sell |
46,879
-1,980
| -4% | -$123K | 1.72% | 11 |
|
|
2024
Q3 | $3.04M | Sell |
48,859
-792
| -2% | -$49.4K | 1.77% | 11 |
|
|
2024
Q2 | $2.91M | Sell |
49,651
-1,331
| -3% | -$77.9K | 1.81% | 11 |
|
|
2024
Q1 | $3.1M | Sell |
50,982
-868
| -2% | -$52.7K | 2.01% | 11 |
|
|
2023
Q4 | $2.87M | Sell |
51,850
-400
| -0.8% | -$22.2K | 2.03% | 11 |
|
|
2023
Q3 | $2.61M | Sell |
52,250
-815
| -2% | -$40.6K | 2.37% | 9 |
|
|
2023
Q2 | $2.77M | Sell |
53,065
-2,240
| -4% | -$117K | 2.46% | 9 |
|
|
2023
Q1 | $2.77M | Sell |
55,305
-1,310
| -2% | -$65.5K | 2.66% | 8 |
|
|
2022
Q4 | $2.74M | Buy |
+56,615
| New | +$2.74M | 2.78% | 8 |
|