First Western Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-32,492
Closed -$1.31M 99
2015
Q4
$1.31M Buy
32,492
+7,072
+28% +$289K 0.41% 77
2015
Q3
$998K Sell
25,420
-20,068
-44% -$838K 0.33% 89
2015
Q2
$1.93M Sell
45,488
-112
-0.2% -$4.8K 0.62% 70
2015
Q1
$1.96M Buy
45,600
+668
+1% +$27.7K 0.59% 76
2014
Q4
$1.79M Sell
44,932
-1,240
-3% -$48.1K 0.53% 77
2014
Q3
$1.75M Buy
+46,172
New +$1.79M 0.52% 73

Other funds holding IJK

First Western Capital Management's IJK Position: Q1 2016 in Review

First Western Capital Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2016, closing a stake of 32,492 shares — an estimated $1.31M sold.

First Western Capital Management first reported a position in IJK in Q3 2014 and held it in 6 quarters. The position peaked at $1.96M in Q1 2015. 333 funds tracked by Wall St. Rank hold IJK as of Q1 2016.

  • First Western Capital Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • First Western Capital Management sold 32,492 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2016, an estimated $1.31M.
  • First Western Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2014 and held it in 6 quarters.
  • First Western Capital Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.96M in Q1 2015.
  • 333 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.