Courage Miller Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Courage Miller Partners’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 Q4	–	Sell	-48,424	Closed	-$1.83M	–	61
2014 Q3	$1.83M	Buy	48,424 +1,832	+4%	+$71K	1.43%	30
2014 Q2	$1.83M	Sell	46,592 -888	-2%	-$33.6K	1.34%	32
2014 Q1	$1.81M	Buy	47,480 +1,192	+3%	+$44.9K	1.43%	31
2013 Q4	$1.74M	Sell	46,288 -3,112	-6%	-$112K	1.47%	28
2013 Q3	$1.72M	Sell	49,400 -232	-0.5%	-$7.89K	1.41%	28
2013 Q2	$1.6M	Buy	+49,632	New	+$1.61M	1.45%	25

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Courage Miller Partners's IJK Position: Q4 2014 in Review

Courage Miller Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2014, closing a stake of 48,424 shares — an estimated $1.83M sold.

Courage Miller Partners first reported a position in IJK in Q2 2013 and held it in 6 quarters. The position peaked at $1.83M in Q3 2014. 293 funds tracked by Wall St. Rank hold IJK as of Q4 2014.

Courage Miller Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2014 after selling out during the quarter.
Courage Miller Partners sold 48,424 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2014, an estimated $1.83M.
Courage Miller Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 6 quarters.
Courage Miller Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.83M in Q3 2014.
293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2014.

Based on Courage Miller Partners's 13F filing for Q4 2014, filed 6 Feb 2015.