CC
IJK icon

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

Cedar Capital’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
-19,960
Closed -$953K – 115
2017
Q1 		$953K Sell
19,960
-3,164
-14% -$149K 0.4% 32
2016
Q4 		$1.05M Buy
+23,124
New +$1.02M 0.42% 29

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

Cedar Capital's IJK Position: Q2 2017 in Review

Cedar Capital sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2017, closing a stake of 19,960 shares — an estimated $953K sold.

Cedar Capital first reported a position in IJK in Q4 2016 and held it in 2 quarters. The position peaked at $1.05M in Q4 2016. 388 funds tracked by Wall St. Rank hold IJK as of Q2 2017.

  • Cedar Capital reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Cedar Capital sold 19,960 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2017, an estimated $953K.
  • Cedar Capital first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 2 quarters.
  • Cedar Capital's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.05M in Q4 2016.
  • 388 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2017.

Based on Cedar Capital's 13F filing for Q2 2017, filed 9 Aug 2017.