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

Investment House LLC’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
2016
Q4 		– Sell
-6,704
Closed -$293K – 187
2016
Q3 		$293K Sell
6,704
-3,172
-32% -$139K 0.04% 164
2016
Q2 		$418K Buy
+9,876
New +$409K 0.07% 148

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Investment House LLC's IJK Position: Q4 2016 in Review

Investment House LLC sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2016, closing a stake of 6,704 shares — an estimated $293K sold.

Investment House LLC first reported a position in IJK in Q2 2016 and held it in 2 quarters. The position peaked at $418K in Q2 2016. 379 funds tracked by Wall St. Rank hold IJK as of Q4 2016.

  • Investment House LLC reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Investment House LLC sold 6,704 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2016, an estimated $293K.
  • Investment House LLC first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and held it in 2 quarters.
  • Investment House LLC's iShares S&P Mid-Cap 400 Growth ETF position peaked at $418K in Q2 2016.
  • 379 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2016.

Based on Investment House LLC's 13F filing for Q4 2016, filed 6 Feb 2017.