HL Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

HL Financial Services’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
2019 Q1	$3.93M	Buy	71,728 +2,736	+4%	+$144K	0.06%	200
2018 Q4	$3.3M	Buy	68,992 +8,276	+14%	+$433K	0.06%	204
2018 Q3	$3.54M	Buy	60,716 +2,160	+4%	+$125K	0.05%	215
2018 Q2	$3.29M	Sell	58,556 -244	-0.4%	-$13.6K	0.06%	210
2018 Q1	$3.21M	Buy	+58,800	New	+$3.25M	0.06%	204
2017 Q4	–	Sell	-66,216	Closed	-$3.35M	–	652
2017 Q3	$3.35M	Buy	66,216 +2,836	+4%	+$140K	0.06%	194
2017 Q2	$3.12M	Buy	63,380 +11,912	+23%	+$579K	0.06%	193
2017 Q1	$2.46M	Buy	51,468 +11,764	+30%	+$555K	0.05%	214
2016 Q4	$1.81M	Buy	39,704 +1,188	+3%	+$52.3K	0.04%	242
2016 Q3	$1.68M	Sell	38,516 -3,104	-7%	-$136K	0.04%	254
2016 Q2	$1.76M	Sell	41,620 -1,316	-3%	-$54.5K	0.04%	239
2016 Q1	$1.75M	Sell	42,936 -44,092	-51%	-$1.68M	0.04%	234
2015 Q4	$3.5M	Sell	87,028 -5,848	-6%	-$239K	0.09%	142
2015 Q3	$3.65M	Buy	92,876 +3,328	+4%	+$139K	0.1%	126
2015 Q2	$3.79M	Buy	89,548 +4,968	+6%	+$213K	0.1%	134
2015 Q1	$3.63M	Sell	84,580 -812	-1%	-$33.6K	0.1%	136
2014 Q4	$3.41M	Buy	85,392 +2,628	+3%	+$102K	0.09%	135
2014 Q3	$3.13M	Sell	82,764 -300	-0.4%	-$11.6K	0.09%	137
2014 Q2	$3.26M	Sell	83,064 -2,868	-3%	-$108K	0.1%	135
2014 Q1	$3.29M	Sell	85,932 -2,788	-3%	-$105K	0.1%	131
2013 Q4	$3.33M	Sell	88,720 -2,768	-3%	-$99.8K	0.1%	129
2013 Q3	$3.18M	Sell	91,488 -16,324	-15%	-$555K	0.11%	114
2013 Q2	$3.47M	Buy	+107,812	New	+$3.5M	0.13%	104

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HL Financial Services's IJK Position: Q1 2019 in Review

HL Financial Services increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 4% in Q1 2019, buying an estimated $144K and bringing the position to 71,728 shares worth $3.93M. The position accounts for 0.06% of the portfolio, ranked #200.

HL Financial Services first reported a position in IJK in Q2 2013 and has held it in 23 quarters since. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

HL Financial Services held 71,728 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.93M as of Q1 2019.
HL Financial Services bought 2,736 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $144K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.06% of HL Financial Services's portfolio in Q1 2019, its #200 holding.
HL Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 23 quarters since.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.