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Founders Bank & Trust’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Founders Bank & Trust’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 		$98K Hold
2,448
– – 0.05% 146
2014
Q3 		$93K Hold
2,448
– – 0.05% 145
2014
Q2 		$96K Hold
2,448
– – 0.05% 142
2014
Q1 		$94K Buy
2,448
+520
+27% +$19.6K 0.05% 129
2013
Q4 		$69K Buy
1,928
+1,432
+289% +$51.7K 0.04% 149
2013
Q3 		$17K Buy
496
+456
+1,140% +$15.5K 0.01% 226
2013
Q2 		$1K Buy
+40
New +$1.3K ﹤0.01% 333

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Founders Bank & Trust's IJK Position: Q4 2014 in Review

Founders Bank & Trust held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2014 at 2,448 shares worth $98K. The position accounts for 0.05% of the portfolio, ranked #146.

Founders Bank & Trust first reported a position in IJK in Q2 2013 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold IJK as of Q4 2014.

  • Founders Bank & Trust held 2,448 shares of iShares S&P Mid-Cap 400 Growth ETF worth $98K as of Q4 2014.
  • Founders Bank & Trust left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2014.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Founders Bank & Trust's portfolio in Q4 2014, its #146 holding.
  • Founders Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 7 quarters since.
  • 293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.