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

IRON Financial’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 Q3	–	Sell	-46,892	Closed	-$1.84M	–	73
2014 Q2	$1.84M	Buy	+46,892	New	+$1.77M	1.63%	18

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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 Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IRON Financial's IJK Position: Q3 2014 in Review

IRON Financial sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2014, closing a stake of 46,892 shares — an estimated $1.84M sold.

IRON Financial first reported a position in IJK in Q2 2014 and held it in 1 quarter. The position peaked at $1.84M in Q2 2014. 267 funds tracked by Wall St. Rank hold IJK as of Q3 2014.

IRON Financial reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2014 after selling out during the quarter.
IRON Financial sold 46,892 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2014, an estimated $1.84M.
IRON Financial first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2014 and held it in 1 quarter.
IRON Financial's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.84M in Q2 2014.
267 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2014.

Based on IRON Financial's 13F filing for Q3 2014, filed 22 Oct 2014.