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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.1M Buy
77,416
+4,144
+6% +$460K 0.79% 32
2026
Q1 		$7.37M Buy
73,272
+2,365
+3% +$243K 0.74% 35
2025
Q4 		$6.87M Sell
70,907
-4,713
-6% -$454K 0.7% 35
2025
Q3 		$7.25M Sell
75,620
-12
-0% -$1.13K 0.77% 31
2025
Q2 		$6.88M Buy
75,632
+14,695
+24% +$1.26M 0.79% 30
2025
Q1 		$5.07M Buy
60,937
+10,857
+22% +$978K 0.62% 44
2024
Q4 		$4.55M Buy
+50,080
New +$4.72M 0.54% 49

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SP
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

Heritage Trust's IJK Position: Q2 2026 in Review

Heritage Trust increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 5.7% in Q2 2026, buying an estimated $460K and bringing the position to 77,416 shares worth $9.1M. The position accounts for 0.79% of the portfolio, ranked #32.

Heritage Trust first reported a position in IJK in Q4 2024 and has held it in 7 quarters since. 990 funds tracked by Wall St. Rank hold IJK as of Q2 2026.

  • Heritage Trust held 77,416 shares of iShares S&P Mid-Cap 400 Growth ETF worth $9.1M as of Q2 2026.
  • Heritage Trust bought 4,144 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2026, an estimated $460K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.79% of Heritage Trust's portfolio in Q2 2026, its #32 holding.
  • Heritage Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.