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

IFC Holdings’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	–	Sell	-5,052	Closed	-$272K	–	191
2017 Q4	$272K	Sell	5,052 -2,136	-30%	-$113K	0.02%	415
2017 Q3	$363K	Buy	7,188 +3,096	+76%	+$153K	0.03%	356
2017 Q2	$201K	Sell	4,092 -4,972	-55%	-$242K	0.02%	465
2017 Q1	$434K	Sell	9,064 -312	-3%	-$14.7K	0.04%	279
2016 Q4	$427K	Buy	9,376 +180	+2%	+$7.92K	0.04%	250
2016 Q3	$402K	Sell	9,196 -636	-6%	-$27.9K	0.04%	254
2016 Q2	$417K	Hold	9,832	–	–	0.05%	241
2016 Q1	$401K	Hold	9,832	–	–	0.05%	236
2015 Q4	$396K	Buy	9,832 +1,816	+23%	+$74.3K	0.05%	234
2015 Q3	$321K	Hold	8,016	–	–	0.05%	252
2015 Q2	$345K	Hold	8,016	–	–	0.05%	262
2015 Q1	$341K	Buy	8,016 +40	+0.5%	+$1.66K	0.05%	264
2014 Q4	$322K	Hold	7,976	–	–	0.05%	260
2014 Q3	$302K	Hold	7,976	–	–	0.05%	260
2014 Q2	$312K	Sell	7,976 -124	-2%	-$4.69K	0.06%	254
2014 Q1	$305K	Buy	8,100 +124	+2%	+$4.67K	0.06%	232
2013 Q4	$298K	Buy	7,976 +56	+0.7%	+$2.02K	0.06%	253
2013 Q3	$275K	Hold	7,920	–	–	0.06%	267
2013 Q2	$254K	Buy	+7,920	New	+$257K	0.06%	271

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFC Holdings's IJK Position: Q1 2018 in Review

IFC Holdings sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2018, closing a stake of 5,052 shares — an estimated $272K sold.

IFC Holdings first reported a position in IJK in Q2 2013 and held it in 19 quarters. The position peaked at $434K in Q1 2017. 480 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

IFC Holdings reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 5,052 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $272K.
IFC Holdings first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 19 quarters.
IFC Holdings's iShares S&P Mid-Cap 400 Growth ETF position peaked at $434K in Q1 2017.
480 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.