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 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.28B AUM 32% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Heartwood Wealth Advisors's IJK Position: Q2 2026 in Review

Heartwood Wealth Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.3% in Q2 2026, selling an estimated $92.3K and leaving 9,234 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #103.

Heartwood Wealth Advisors first reported a position in IJK in Q4 2022 and has held it in 15 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

Heartwood Wealth Advisors held 9,234 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.08M as of Q2 2026.
Heartwood Wealth Advisors sold 831 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $92.3K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #103 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 15 quarters since.
990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.