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

Investment Partners’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
2015
Q2 		– Sell
-552
Closed -$24K – 109
2015
Q1 		$24K Buy
+552
New +$22.9K 0.03% 131

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Investment Partners's IJK Position: Q2 2015 in Review

Investment Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2015, closing a stake of 552 shares — an estimated $24K sold.

Investment Partners first reported a position in IJK in Q1 2015 and held it in 1 quarter. The position peaked at $24K in Q1 2015. 327 funds tracked by Wall St. Rank hold IJK as of Q2 2015.

  • Investment Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Investment Partners sold 552 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2015, an estimated $24K.
  • Investment Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and held it in 1 quarter.
  • Investment Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $24K in Q1 2015.
  • 327 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2015.

Based on Investment Partners's 13F filing for Q2 2015, filed 28 Jul 2015.