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iShares S&P MidCap 400 Growth shares owned by Heritage Trust

Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Heritage Trust from 13F filings

Historical chart of Heritage Trust investment in iShares S&P MidCap 400 Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Growth held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Heritage Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 76k 95.89
2025-06-30 $6.9M 76k 90.98
2025-03-31 $5.1M 61k 83.28
2024-12-31 $4.6M 50k 90.93

More positions owned by Heritage Trust

Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 500 Etf-equity (SPY)
Vanguard Etf-equity (VEA)
Alphabet Common Stock (GOOG)
Abbvie Common Stock (ABBV)
Jpmorgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Oracle Corp Common Stock (ORCL)
Walmart Common Stock (WMT)
Qualcomm Common Stock (QCOM)
Invesco Etf-equity (RSP)
Home Depot Common Stock (HD)
Visa Common Stock (V)

View all positions for Heritage Trust

Top funds holding iShares S&P MidCap 400 Growth

Morgan Stanley
Wells Fargo & Company
FMR
Goldman Sachs Group
UBS Group
Pnc Financial Services
Raymond James Financial
Envestnet Asset Management
LPL Financial
Financial Engines Advisors L.L.C
D.A. Davidson & Co.
Northwestern Mutual Wealth Management Company
Northern Trust
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding iShares S&P MidCap 400 Growth