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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Heritage Wealth Partners's IJH Position: Q1 2025 in Review

Heritage Wealth Partners reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 2% in Q1 2025, selling an estimated $5.4K and leaving 4,246 shares worth $248K. The position accounts for 0.38% of the portfolio, ranked #52.

Heritage Wealth Partners first reported a position in IJH in Q4 2022 and has held it in 9 quarters since. The position peaked at $286K in Q4 2022. 2,425 funds tracked by Wall St. Rank hold IJH as of Q1 2025.

Heritage Wealth Partners held 4,246 shares of iShares Core S&P Mid-Cap ETF worth $248K as of Q1 2025.
Heritage Wealth Partners sold 87 iShares Core S&P Mid-Cap ETF shares in Q1 2025, an estimated $5.4K.
iShares Core S&P Mid-Cap ETF made up 0.38% of Heritage Wealth Partners's portfolio in Q1 2025, its #52 holding.
Heritage Wealth Partners first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2022 and has held it in 9 quarters since.
Heritage Wealth Partners's iShares Core S&P Mid-Cap ETF position peaked at $286K in Q4 2022.
2,425 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.