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Aris Wealth Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Aris Wealth Services’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
2015
Q3 		$4K Sell
112
-1,376
-92% -$57.4K 0.01% 283
2015
Q2 		$63K Buy
1,488
+256
+21% +$11K 0.06% 176
2015
Q1 		$53K Buy
+1,232
New +$51K 0.05% 201

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Aris Wealth Services's IJK Position: Q3 2015 in Review

Aris Wealth Services reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 92% in Q3 2015, selling an estimated $57.4K and leaving 112 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #283.

Aris Wealth Services first reported a position in IJK in Q1 2015 and has held it in 3 quarters since. The position peaked at $63K in Q2 2015. 335 funds tracked by Wall St. Rank hold IJK as of Q3 2015.

  • Aris Wealth Services held 112 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4K as of Q3 2015.
  • Aris Wealth Services sold 1,376 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2015, an estimated $57.4K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #283 holding.
  • Aris Wealth Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $63K in Q2 2015.
  • 335 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.