HCA
IJK icon

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

Heck Capital 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 		$1.51M Sell
12,835
-72
-0.6% -$8K 0.09% 103
2026
Q1 		$1.3M Sell
12,907
-4,026
-24% -$414K 0.1% 100
2025
Q4 		$1.64M Buy
16,933
+1,248
+8% +$120K 0.12% 89
2025
Q3 		$1.5M Sell
15,685
-905
-5% -$85.3K 0.12% 93
2025
Q2 		$1.51M Buy
16,590
+383
+2% +$32.8K 0.13% 84
2025
Q1 		$1.35M Sell
16,207
-3,382
-17% -$305K 0.15% 83
2024
Q4 		$1.78M Sell
19,589
-12,905
-40% -$1.22M 0.2% 67
2024
Q3 		$2.99M Buy
32,494
+1,103
+4% +$98.6K 0.34% 53
2024
Q2 		$2.77M Buy
31,391
+14,869
+90% +$1.31M 0.34% 57
2024
Q1 		$1.51M Buy
16,522
+178
+1% +$14.8K 0.23% 63
2023
Q4 		$1.29M Sell
16,344
-421
-3% -$30.9K 0.21% 67
2023
Q3 		$1.21M Buy
16,765
+5,612
+50% +$423K 0.22% 69
2023
Q2 		$836K Sell
11,153
-5,661
-34% -$404K 0.14% 75
2023
Q1 		$1.2M Buy
16,814
+75
+0.4% +$5.36K 0.23% 56
2022
Q4 		$1.14M Buy
16,739
+6,660
+66% +$458K 0.22% 61
2022
Q3 		$635K Sell
10,079
-281
-3% -$19.4K 0.13% 76
2022
Q2 		$660K Sell
10,360
-76,750
-88% -$5.39M 0.13% 75
2022
Q1 		$6.73M Buy
87,110
+67,820
+352% +$5.24M 1.22% 23
2021
Q4 		$1.64M Sell
19,290
-261
-1% -$21.9K 0.3% 51
2021
Q3 		$1.55M Buy
19,551
+2,150
+12% +$175K 0.31% 50
2021
Q2 		$1.41M Buy
17,401
+3,934
+29% +$316K 0.28% 54
2021
Q1 		$1.06M Buy
13,467
+7,366
+121% +$567K 0.23% 55
2020
Q4 		$441K Sell
6,101
-415
-6% -$27.7K 0.11% 76
2020
Q3 		$390K Sell
6,516
-896
-12% -$53.3K 0.11% 67
2020
Q2 		$415K Sell
7,412
-5,576
-43% -$290K 0.09% 62
2020
Q1 		$579K Buy
12,988
+7,028
+118% +$387K 0.17% 40
2019
Q4 		$355K Buy
5,960
+644
+12% +$36.9K 0.09% 68
2019
Q3 		$298K Sell
5,316
-122,368
-96% -$6.88M 0.09% 69
2019
Q2 		$7.22M Sell
127,684
-380
-0.3% -$21.1K 1.94% 16
2019
Q1 		$7.01M Buy
128,064
+6,392
+5% +$337K 2.1% 15
2018
Q4 		$5.82M Sell
121,672
-4,252
-3% -$223K 2.14% 14
2018
Q3 		$7.33M Sell
125,924
-872
-0.7% -$50.6K 2.42% 14
2018
Q2 		$7.13M Buy
126,796
+296
+0.2% +$16.5K 2.59% 12
2018
Q1 		$6.9M Buy
126,500
+464
+0.4% +$25.7K 3.05% 11
2017
Q4 		$6.8M Buy
126,036
+600
+0.5% +$31.6K 3.3% 11
2017
Q3 		$6.35M Buy
125,436
+796
+0.6% +$39.2K 3.39% 10
2017
Q2 		$6.13M Buy
124,640
+532
+0.4% +$25.9K 3.56% 10
2017
Q1 		$5.92M Buy
124,108
+492
+0.4% +$23.2K 3.65% 11
2016
Q4 		$5.63M Buy
+123,616
New +$5.44M 4.1% 10

Other funds holding IJK

PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
MP
Moment Partners San Francisco, California $555M AUM 26.86% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Heck Capital Advisors's IJK Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.56% in Q2 2026, selling an estimated $8K and leaving 12,835 shares worth $1.51M. The position accounts for 0.09% of the portfolio, ranked #103.

Heck Capital Advisors first reported a position in IJK in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.33M in Q3 2018. 480 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Heck Capital Advisors held 12,835 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.51M as of Q2 2026.
  • Heck Capital Advisors sold 72 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $8K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of Heck Capital Advisors's portfolio in Q2 2026, its #103 holding.
  • Heck Capital Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Heck Capital Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $7.33M in Q3 2018.
  • 480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.