Denver Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Denver Investment Advisors’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
2018 Q1	$657K	Hold	12,040	–	–	0.03%	286
2017 Q4	$650K	Hold	12,040	–	–	0.03%	286
2017 Q3	$609K	Hold	12,040	–	–	0.03%	290
2017 Q2	$592K	Hold	12,040	–	–	0.03%	290
2017 Q1	$575K	Hold	12,040	–	–	0.03%	307
2016 Q4	$548K	Buy	+12,040	New	+$530K	0.02%	325

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

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

Goldman Sachs New York $871B AUM 31.28% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Denver Investment Advisors's IJK Position: Q1 2018 in Review

Denver Investment Advisors held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2018 at 12,040 shares worth $657K. The position accounts for 0.03% of the portfolio, ranked #286.

Denver Investment Advisors first reported a position in IJK in Q4 2016 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

Denver Investment Advisors held 12,040 shares of iShares S&P Mid-Cap 400 Growth ETF worth $657K as of Q1 2018.
Denver Investment Advisors left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2018.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of Denver Investment Advisors's portfolio in Q1 2018, its #286 holding.
Denver Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and has held it in 6 quarters since.
481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on Denver Investment Advisors's 13F filing for Q1 2018, filed 10 May 2018.