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	4,246 -87	-2%	-$5.4K	0.38%	52
2024 Q4	$270K	Sell	4,333 -33	-0.8%	-$2.12K	0.34%	54
2024 Q3	$272K	Buy	4,366 +13	+0.3%	+$784	0.32%	53
2024 Q2	$255K	Buy	4,353 +3,433	+373%	+$202K	0.37%	48
2024 Q1	$255K	Sell	920 -3,680	-80%	-$208K	0.52%	33
2023 Q4	$255K	Buy	4,600 +40	+0.9%	+$2.03K	0.52%	33
2023 Q3	$227K	Sell	4,560 -340	-7%	-$17.8K	0.49%	35
2023 Q2	$256K	Buy	+4,900	New	+$244K	0.15%	59
2023 Q1	–	Sell	-5,705	Closed	-$286K	–	42
2022 Q4	$286K	Buy	+5,705	New	+$276K	0.26%	35

Other funds holding IJH

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return