GWA
IJK icon

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

Guidant Wealth 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
2017
Q1 		– Sell
-248
Closed -$11K – 217
2016
Q4 		$11K Hold
248
– – 0.01% 153
2016
Q3 		$11K Buy
+248
New +$10.9K 0.01% 152

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
KeyBank National Association
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Guidant Wealth Advisors's IJK Position: Q1 2017 in Review

Guidant Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2017, closing a stake of 248 shares — an estimated $11K sold.

Guidant Wealth Advisors first reported a position in IJK in Q3 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 378 funds tracked by Wall St. Rank hold IJK as of Q1 2017.

  • Guidant Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Guidant Wealth Advisors sold 248 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2017, an estimated $11K.
  • Guidant Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2016 and held it in 2 quarters.
  • Guidant Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $11K in Q4 2016.
  • 378 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2017.

Based on Guidant Wealth Advisors's 13F filing for Q1 2017, filed 18 Apr 2017.