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

Concert Wealth 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
2016 Q4	–	Hold	0	–	–	–	369
2016 Q3	–	Sell	-7,004	Closed	-$307K	–	485
2016 Q2	$297K	Sell	7,004 -3,760	-35%	-$156K	0.04%	462
2016 Q1	$438K	Buy	+10,764	New	+$411K	0.06%	379
2015 Q4	–	Sell	-18,056	Closed	-$711K	–	717
2015 Q3	$711K	Buy	+18,056	New	+$754K	0.1%	266
2015 Q2	–	Hold	0	–	–	–	253
2014 Q4	–	Hold	0	–	–	–	264
2014 Q3	–	Hold	0	–	–	–	460
2014 Q2	–	Sell	-7,580	Closed	-$287K	–	453
2014 Q1	$286K	Buy	+7,580	New	+$285K	0.04%	417
2013 Q4	–	Sell	-10,828	Closed	-$375K	–	550
2013 Q3	$375K	Buy	+10,828	New	+$368K	0.05%	316
2013 Q2	–	Hold	0	–	–	–	294

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Concert Wealth Management's IJK Position: Q4 2016 in Review

Concert Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2016 at 0 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #369.

Concert Wealth Management first reported a position in IJK in Q3 2013 and has held it in 5 quarters since. The position peaked at $711K in Q3 2015. 379 funds tracked by Wall St. Rank hold IJK as of Q4 2016.

Concert Wealth Management held 0 shares of iShares S&P Mid-Cap 400 Growth ETF worth $279K as of Q4 2016.
Concert Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2016.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of Concert Wealth Management's portfolio in Q4 2016, its #369 holding.
Concert Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and has held it in 5 quarters since.
Concert Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $711K in Q3 2015.
379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.