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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	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	+$277K	0.04%	81