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Alerus Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Alerus Investment Advisors’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
2016
Q1 		$0 Hold
12
– – ﹤0.01% 285
2015
Q4 		$0 Hold
12
– – ﹤0.01% 178
2015
Q3 		$0 Buy
+12
New +$501 ﹤0.01% 190

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Alerus Investment Advisors's IJK Position: Q1 2016 in Review

Alerus Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2016 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Alerus Investment Advisors first reported a position in IJK in Q3 2015 and has held it in 3 quarters since. 333 funds tracked by Wall St. Rank hold IJK as of Q1 2016.

  • Alerus Investment Advisors held 12 shares of iShares S&P Mid-Cap 400 Growth ETF worth $0 as of Q1 2016.
  • Alerus Investment Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2016.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #285 holding.
  • Alerus Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2015 and has held it in 3 quarters since.
  • 333 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.