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

Elite 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 Q3	$13K	Buy	+296	New	+$13K	0.02%	102
2014 Q4	–	Sell	-696	Closed	-$26K	–	234
2014 Q3	$26K	Hold	696	–	–	0.02%	171
2014 Q2	$27K	Hold	696	–	–	0.03%	152
2014 Q1	$27K	Hold	696	–	–	0.02%	171
2013 Q4	$26K	Hold	696	–	–	0.02%	239
2013 Q3	$24K	Buy	696 +496	+248%	+$16.9K	0.02%	225
2013 Q2	$6K	Buy	+200	New	+$6.49K	0.01%	238

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

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

Elite Wealth Management's IJK Position: Q3 2016 in Review

Elite Wealth Management opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2016: 296 shares worth $13K. The stake represents 0.02% of the portfolio and ranks #102 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in IJK as recently as Q3 2014.

Elite Wealth Management first reported a position in IJK in Q2 2013 and has held it in 7 quarters since. The position peaked at $27K in Q2 2014. 354 funds tracked by Wall St. Rank hold IJK as of Q3 2016.

Elite Wealth Management held 296 shares of iShares S&P Mid-Cap 400 Growth ETF worth $13K as of Q3 2016.
iShares S&P Mid-Cap 400 Growth ETF was a new Elite Wealth Management position in Q3 2016.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of Elite Wealth Management's portfolio in Q3 2016, its #102 holding.
Elite Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 7 quarters since.
Elite Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $27K in Q2 2014.
354 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.