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Community Financial System’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Community Financial System’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
Q3 		$132K Hold
3,480
– – 0.03% 193
2014
Q2 		$137K Hold
3,480
– – 0.03% 188
2014
Q1 		$133K Buy
+3,480
New +$131K 0.03% 186

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
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

Community Financial System's IJK Position: Q3 2014 in Review

Community Financial System held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2014 at 3,480 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #193.

Community Financial System first reported a position in IJK in Q1 2014 and has held it in 3 quarters since. The position peaked at $137K in Q2 2014. 267 funds tracked by Wall St. Rank hold IJK as of Q3 2014.

  • Community Financial System held 3,480 shares of iShares S&P Mid-Cap 400 Growth ETF worth $132K as of Q3 2014.
  • Community Financial System left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2014.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Community Financial System's portfolio in Q3 2014, its #193 holding.
  • Community Financial System first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2014 and has held it in 3 quarters since.
  • Community Financial System's iShares S&P Mid-Cap 400 Growth ETF position peaked at $137K in Q2 2014.
  • 267 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.