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

IberiaBank’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	–	Sell	-16,100	Closed	-$770K	–	260
2018 Q4	$770K	Buy	16,100 +220	+1%	+$11.5K	0.1%	147
2018 Q3	$925K	Sell	15,880 -244	-2%	-$14.2K	0.12%	148
2018 Q2	$906K	Sell	16,124 -200	-1%	-$11.2K	0.16%	141
2018 Q1	$891K	Hold	16,324	–	–	0.18%	133
2017 Q4	$881K	Buy	16,324 +200	+1%	+$10.5K	0.14%	148
2017 Q3	$816K	Buy	16,124 +608	+4%	+$30K	0.14%	143
2017 Q2	$763K	Hold	15,516	–	–	0.23%	105
2017 Q1	$741K	Buy	+15,516	New	+$732K	0.23%	102

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

IberiaBank's IJK Position: Q1 2019 in Review

IberiaBank sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2019, closing a stake of 16,100 shares — an estimated $770K sold.

IberiaBank first reported a position in IJK in Q1 2017 and held it in 8 quarters. The position peaked at $925K in Q3 2018. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

IberiaBank reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2019 after selling out during the quarter.
IberiaBank sold 16,100 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $770K.
IberiaBank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and held it in 8 quarters.
IberiaBank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $925K in Q3 2018.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on IberiaBank's 13F filing for Q1 2019, filed 22 Apr 2019.