Integrated Wealth Management (Palm Desert)’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-404
Closed -$17K 1279
2016
Q2
$17K Buy
404
+160
+66% +$6.63K 0.01% 627
2016
Q1
$10K Buy
+244
New +$9.31K ﹤0.01% 702
2015
Q3
Sell
-192
Closed -$8K 1335
2015
Q2
$8K Buy
+192
New +$8.22K ﹤0.01% 847

Other funds holding IJK

Integrated Wealth Management (Palm Desert)'s IJK Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2016, closing a stake of 404 shares — an estimated $17K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IJK in Q2 2015 and held it in 3 quarters. The position peaked at $17K in Q2 2016. 354 funds tracked by Wall St. Rank hold IJK as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 404 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2016, an estimated $17K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s iShares S&P Mid-Cap 400 Growth ETF position peaked at $17K in Q2 2016.
  • 354 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.