Heritage Wealth Partners’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
Q1 | $248K | Sell |
4,246
-87
| -2% | -$5.08K | 0.38% | 52 |
|
|
2024
Q4 | $270K | Sell |
4,333
-33
| -0.8% | -$2.06K | 0.34% | 54 |
|
|
2024
Q3 | $272K | Buy |
4,366
+13
| +0.3% | +$810 | 0.32% | 53 |
|
|
2024
Q2 | $255K | Buy |
4,353
+3,433
| +373% | +$201K | 0.37% | 48 |
|
|
2024
Q1 | $255K | Sell |
920
-3,680
| -80% | -$1.02M | 0.52% | 33 |
|
|
2023
Q4 | $255K | Buy |
4,600
+40
| +0.9% | +$2.22K | 0.52% | 33 |
|
|
2023
Q3 | $227K | Sell |
4,560
-340
| -7% | -$17K | 0.49% | 35 |
|
|
2023
Q2 | $256K | Buy |
+4,900
| New | +$256K | 0.15% | 59 |
|
|
2023
Q1 | – | Sell |
-5,705
| Closed | -$286K | – | 42 |
|
|
2022
Q4 | $286K | Buy |
+5,705
| New | +$286K | 0.26% | 35 |
|