Archford Capital Strategies’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Archford Capital Strategies’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
2017 Q2	–	Sell	-328	Closed	-$16K	–	391
2017 Q1	$16K	Hold	328	–	–	0.01%	388
2016 Q4	$14K	Hold	328	–	–	0.01%	349
2016 Q3	$14K	Hold	328	–	–	0.01%	352
2016 Q2	$14K	Buy	+328	New	+$13.6K	0.01%	358
2016 Q1	–	Sell	-328	Closed	-$14K	–	374
2015 Q4	$14K	Hold	328	–	–	0.01%	409
2015 Q3	$13K	Hold	328	–	–	0.01%	311
2015 Q2	$14K	Hold	328	–	–	0.01%	300
2015 Q1	$14.1K	Hold	328	–	–	0.01%	311
2014 Q4	$13K	Hold	328	–	–	0.01%	326
2014 Q3	$12K	Hold	328	–	–	0.01%	335
2014 Q2	$12.9K	Hold	328	–	–	0.01%	366
2014 Q1	$12.5K	Buy	+328	New	+$12.3K	0.01%	389

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Archford Capital Strategies's IJK Position: Q2 2017 in Review

Archford Capital Strategies sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2017, closing a stake of 328 shares — an estimated $16K sold.

Archford Capital Strategies first reported a position in IJK in Q1 2014 and held it in 12 quarters. The position peaked at $16K in Q1 2017. 388 funds tracked by Wall St. Rank hold IJK as of Q2 2017.

Archford Capital Strategies reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2017 after selling out during the quarter.
Archford Capital Strategies sold 328 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2017, an estimated $16K.
Archford Capital Strategies first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2014 and held it in 12 quarters.
Archford Capital Strategies's iShares S&P Mid-Cap 400 Growth ETF position peaked at $16K in Q1 2017.
388 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.