Heartwood Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Heartwood Wealth Advisors’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.01M	Hold	9,234	–	–	0.08%	104
2026 Q2	$1.08M	Sell	9,234 -831	-8%	-$92.3K	0.08%	103
2026 Q1	$1.01M	Buy	10,065 +6	+0.1%	+$616	0.09%	97
2025 Q4	$975K	Hold	10,059	–	–	0.09%	91
2025 Q3	$965K	Hold	10,059	–	–	0.09%	89
2025 Q2	$915K	Hold	10,059	–	–	0.1%	85
2025 Q1	$838K	Sell	10,059 -10	-0.1%	-$901	0.1%	81
2024 Q4	$916K	Hold	10,069	–	–	0.1%	72
2024 Q3	$926K	Hold	10,069	–	–	0.1%	74
2024 Q2	$887K	Hold	10,069	–	–	0.11%	71
2024 Q1	$919K	Sell	10,069 -37	-0.4%	-$3.09K	0.11%	64
2023 Q4	$801K	Hold	10,106	–	–	0.11%	59
2023 Q3	$730K	Hold	10,106	–	–	0.11%	64
2023 Q2	$758K	Hold	10,106	–	–	0.11%	65
2023 Q1	$723K	Hold	10,106	–	–	0.11%	65
2022 Q4	$690K	Buy	+10,106	New	+$695K	0.11%	63

Other funds holding IJK

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

LKWM

Lee-Kelleher Wealth Management Fulton, Maryland $194M AUM 19.76% 1-Year Est. Return

ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Heartwood Wealth Advisors's IJK Position: Q3 2026 in Review

Heartwood Wealth Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2026 at 9,234 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #104.

Heartwood Wealth Advisors first reported a position in IJK in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.08M in Q2 2026. 53 funds tracked by Wall St. Rank hold IJK as of Q3 2026.

Heartwood Wealth Advisors held 9,234 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.01M as of Q3 2026.
Heartwood Wealth Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #104 holding.
Heartwood Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2022 and has held it in 16 quarters since.
Heartwood Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.08M in Q2 2026.
53 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.