Heritage Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Heritage Financial Services’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
2025 Q1	–	Sell	-3,040	Closed	-$276K	–	123
2024 Q4	$276K	Hold	3,040	–	–	0.04%	88
2024 Q3	$279K	Hold	3,040	–	–	0.04%	83
2024 Q2	$268K	Hold	3,040	–	–	0.04%	85
2024 Q1	$277K	Buy	+3,040	New	+$254K	0.04%	81

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heritage Financial Services's IJK Position: Q1 2025 in Review

Heritage Financial Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 3,040 shares — an estimated $276K sold.

Heritage Financial Services first reported a position in IJK in Q1 2024 and held it in 4 quarters. The position peaked at $279K in Q3 2024. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

Heritage Financial Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
Heritage Financial Services sold 3,040 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $276K.
Heritage Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2024 and held it in 4 quarters.
Heritage Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $279K in Q3 2024.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

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