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

Hefty Wealth Partners’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	$477K	Buy	8,740 +88	+1%	+$4.87K	0.31%	78
2017 Q4	$467K	Sell	8,652 -256	-3%	-$13.5K	0.29%	73
2017 Q3	$451K	Buy	8,908 +88	+1%	+$4.34K	0.3%	71
2017 Q2	$433K	Sell	8,820 -160	-2%	-$7.78K	0.3%	72
2017 Q1	$428K	Sell	8,980 -296	-3%	-$14K	0.31%	74
2016 Q4	$422K	Sell	9,276 -284	-3%	-$12.5K	0.35%	62
2016 Q3	$417K	Sell	9,560 -1,292	-12%	-$56.7K	0.32%	77
2016 Q2	$458K	Sell	10,852 -2,396	-18%	-$99.3K	0.38%	76
2016 Q1	$538K	Sell	13,248 -2,364	-15%	-$90.2K	0.5%	65
2015 Q4	$628K	Buy	+15,612	New	+$639K	0.6%	61

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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 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

Hefty Wealth Partners's IJK Position: Q1 2018 in Review

Hefty Wealth Partners increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 1% in Q1 2018, buying an estimated $4.87K and bringing the position to 8,740 shares worth $477K. The position accounts for 0.31% of the portfolio, ranked #78.

Hefty Wealth Partners first reported a position in IJK in Q4 2015 and has held it in 10 quarters since. The position peaked at $628K in Q4 2015. 481 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

Hefty Wealth Partners held 8,740 shares of iShares S&P Mid-Cap 400 Growth ETF worth $477K as of Q1 2018.
Hefty Wealth Partners bought 88 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $4.87K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.31% of Hefty Wealth Partners's portfolio in Q1 2018, its #78 holding.
Hefty Wealth Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $628K in Q4 2015.
481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.