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

Interactive Financial Advisors’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
2014 Q4	–	Sell	-104	Closed	-$4K	–	95
2014 Q3	$4K	Hold	104	–	–	﹤0.01%	86
2014 Q2	$4K	Hold	104	–	–	﹤0.01%	84
2014 Q1	$4K	Hold	104	–	–	﹤0.01%	79
2013 Q4	$4K	Sell	104 -20	-16%	-$721	﹤0.01%	67
2013 Q3	$4K	Hold	124	–	–	﹤0.01%	66
2013 Q2	$4K	Buy	+124	New	+$4.02K	﹤0.01%	55

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

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

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

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

EFS

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Interactive Financial Advisors's IJK Position: Q4 2014 in Review

Interactive Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2014, closing a stake of 104 shares — an estimated $4K sold.

Interactive Financial Advisors first reported a position in IJK in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q3 2014. 293 funds tracked by Wall St. Rank hold IJK as of Q4 2014.

Interactive Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2014 after selling out during the quarter.
Interactive Financial Advisors sold 104 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2014, an estimated $4K.
Interactive Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 6 quarters.
Interactive Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4K in Q3 2014.
293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2014.

Based on Interactive Financial Advisors's 13F filing for Q4 2014, filed 26 Jan 2015.