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Caprock Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Caprock Group’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
Q1 		– Sell
-4,400
Closed -$200K – 364
2016
Q4 		$200K Buy
+4,400
New +$194K 0.05% 314

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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Caprock Group's IJK Position: Q1 2017 in Review

Caprock Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2017, closing a stake of 4,400 shares — an estimated $200K sold.

Caprock Group first reported a position in IJK in Q4 2016 and held it in 1 quarter. The position peaked at $200K in Q4 2016. 378 funds tracked by Wall St. Rank hold IJK as of Q1 2017.

  • Caprock Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Caprock Group sold 4,400 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2017, an estimated $200K.
  • Caprock Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 1 quarter.
  • Caprock Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $200K in Q4 2016.
  • 378 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2017.

Based on Caprock Group's 13F filing for Q1 2017, filed 21 Apr 2017.