Jacobus Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Jacobus Wealth Management’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
2017 Q3	$411K	Hold	8,116	–	–	0.11%	119
2017 Q2	$399K	Hold	8,116	–	–	0.11%	120
2017 Q1	$387K	Sell	8,116 -4,404	-35%	-$208K	0.11%	120
2016 Q4	$570K	Hold	12,520	–	–	0.17%	92
2016 Q3	$547K	Hold	12,520	–	–	0.16%	97
2016 Q2	$529K	Hold	12,520	–	–	0.16%	94
2016 Q1	$509K	Hold	12,520	–	–	0.15%	116
2015 Q4	$504K	Hold	12,520	–	–	0.14%	121
2015 Q3	$492K	Hold	12,520	–	–	0.14%	117
2015 Q2	$531K	Hold	12,520	–	–	0.13%	124
2015 Q1	$537K	Hold	12,520	–	–	0.14%	116
2014 Q4	$500K	Hold	12,520	–	–	0.13%	122
2014 Q3	$474K	Hold	12,520	–	–	0.13%	131
2014 Q2	$492K	Hold	12,520	–	–	0.13%	136
2014 Q1	$479K	Hold	12,520	–	–	0.12%	136
2013 Q4	$470K	Hold	12,520	–	–	0.14%	130
2013 Q3	$435K	Buy	12,520 +2,900	+30%	+$98.6K	0.15%	106
2013 Q2	$310K	Buy	+9,620	New	+$312K	0.11%	131

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 Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Jacobus Wealth Management's IJK Position: Q3 2017 in Review

Jacobus Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q3 2017 at 8,116 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #119.

Jacobus Wealth Management first reported a position in IJK in Q2 2013 and has held it in 18 quarters since. The position peaked at $570K in Q4 2016. 414 funds tracked by Wall St. Rank hold IJK as of Q3 2017.

Jacobus Wealth Management held 8,116 shares of iShares S&P Mid-Cap 400 Growth ETF worth $411K as of Q3 2017.
Jacobus Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q3 2017.
iShares S&P Mid-Cap 400 Growth ETF made up 0.11% of Jacobus Wealth Management's portfolio in Q3 2017, its #119 holding.
Jacobus Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 18 quarters since.
Jacobus Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $570K in Q4 2016.
414 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.