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

Heritage Trust’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.88M Buy
75,632
+14,695
+24% +$1.34M 0.79% 30
2025
Q1 		$5.07M Buy
60,937
+10,857
+22% +$904K 0.62% 44
2024
Q4 		$4.55M Buy
+50,080
New +$4.55M 0.54% 49