Heritage Wealth Partners’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Heritage Wealth Partners’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$248K	Sell
2024 Q4	$270K	Sell
2024 Q3	$272K	Buy
2024 Q2	$255K	Buy
2024 Q1	$255K	Sell
2023 Q4	$255K	Buy
2023 Q3	$227K	Sell
2023 Q2	$256K	Buy
2023 Q1	–	Sell
2022 Q4	$286K	Buy