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

Freedom Investment 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
2018
Q1 		– Sell
-10,492
Closed -$566K – 1160
2017
Q4 		$566K Sell
10,492
-1,352
-11% -$71.3K 0.03% 580
2017
Q3 		$599K Buy
11,844
+716
+6% +$35.3K 0.03% 517
2017
Q2 		$547K Sell
11,128
-716
-6% -$34.8K 0.03% 530
2017
Q1 		$565K Sell
11,844
-36
-0.3% -$1.7K 0.03% 507
2016
Q4 		$541K Sell
11,880
-300
-2% -$13.2K 0.03% 458
2016
Q3 		$532K Sell
12,180
-2,372
-16% -$104K 0.03% 428
2016
Q2 		$615K Buy
14,552
+3,060
+27% +$127K 0.04% 354
2016
Q1 		$467K Sell
11,492
-1,060
-8% -$40.5K 0.03% 421
2015
Q4 		$505K Sell
12,552
-347,404
-97% -$14.2M 0.04% 399
2015
Q3 		$6.26M Buy
359,956
+348,088
+2,933% +$14.5M 0.64% 19
2015
Q2 		$503K Buy
11,868
+324
+3% +$13.9K 0.05% 344
2015
Q1 		$495K Buy
11,544
+588
+5% +$24.3K 0.05% 307
2014
Q4 		$437K Sell
10,956
-108
-1% -$4.19K 0.06% 316
2014
Q3 		$419K Buy
11,064
+428
+4% +$16.6K 0.07% 269
2014
Q2 		$418K Sell
10,636
-444
-4% -$16.8K 0.07% 274
2014
Q1 		$424K Sell
11,080
-488
-4% -$18.4K 0.09% 224
2013
Q4 		$434K Sell
11,568
-252
-2% -$9.09K 0.11% 185
2013
Q3 		$411K Buy
11,820
+956
+9% +$32.5K 0.12% 148
2013
Q2 		$350K Buy
+10,864
New +$353K 0.12% 151

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
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
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

Freedom Investment Management's IJK Position: Q1 2018 in Review

Freedom Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2018, closing a stake of 10,492 shares — an estimated $566K sold.

Freedom Investment Management first reported a position in IJK in Q2 2013 and held it in 19 quarters. The position peaked at $6.26M in Q3 2015. 481 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

  • Freedom Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Freedom Investment Management sold 10,492 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $566K.
  • Freedom Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 19 quarters.
  • Freedom Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6.26M in Q3 2015.
  • 481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on Freedom Investment Management's 13F filing for Q1 2018, filed 6 Apr 2018.