Huntington Steele’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Huntington Steele’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	$917K	Buy	16,800 +1,076	+7%	+$59.5K	0.24%	35
2017 Q4	$848K	Buy	15,724 +32	+0.2%	+$1.69K	0.23%	36
2017 Q3	$794K	Buy	15,692 +68	+0.4%	+$3.35K	0.23%	37
2017 Q2	$768K	Buy	15,624 +16	+0.1%	+$778	0.23%	37
2017 Q1	$745K	Buy	15,608 +200	+1%	+$9.43K	0.23%	36
2016 Q4	$702K	Buy	15,408 +28	+0.2%	+$1.23K	0.23%	38
2016 Q3	$672K	Buy	15,380 +1,964	+15%	+$86.2K	0.23%	37
2016 Q2	$567K	Buy	13,416 +2,036	+18%	+$84.4K	0.21%	34
2016 Q1	$463K	Buy	11,380 +328	+3%	+$12.5K	0.19%	35
2015 Q4	$445K	Buy	11,052 +2,380	+27%	+$97.4K	0.18%	34
2015 Q3	$341K	Buy	+8,672	New	+$362K	0.15%	43

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

Huntington Steele's IJK Position: Q1 2018 in Review

Huntington Steele increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 6.8% in Q1 2018, buying an estimated $59.5K and bringing the position to 16,800 shares worth $917K. The position accounts for 0.24% of the portfolio, ranked #35.

Huntington Steele first reported a position in IJK in Q3 2015 and has held it in 11 quarters since. 481 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

Huntington Steele held 16,800 shares of iShares S&P Mid-Cap 400 Growth ETF worth $917K as of Q1 2018.
Huntington Steele bought 1,076 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $59.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.24% of Huntington Steele's portfolio in Q1 2018, its #35 holding.
Huntington Steele first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2015 and has held it in 11 quarters since.
481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on Huntington Steele's 13F filing for Q1 2018, filed 18 Apr 2018.