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

Carderock Capital Management’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
2014
Q2 		– Sell
-5,212
Closed -$199K – 144
2014
Q1 		$199K Sell
5,212
-740
-12% -$27.9K 0.1% 96
2013
Q4 		$224K Buy
+5,952
New +$215K 0.12% 88

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Carderock Capital Management's IJK Position: Q2 2014 in Review

Carderock Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2014, closing a stake of 5,212 shares — an estimated $199K sold.

Carderock Capital Management first reported a position in IJK in Q4 2013 and held it in 2 quarters. The position peaked at $224K in Q4 2013. 273 funds tracked by Wall St. Rank hold IJK as of Q2 2014.

  • Carderock Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Carderock Capital Management sold 5,212 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2014, an estimated $199K.
  • Carderock Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and held it in 2 quarters.
  • Carderock Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $224K in Q4 2013.
  • 273 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2014.

Based on Carderock Capital Management's 13F filing for Q2 2014, filed 6 Aug 2014.