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

JOYN 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 Q2	–	Sell	-1,108	Closed	-$42K	–	37
2014 Q1	$42K	Hold	1,108	–	–	0.02%	27
2013 Q4	$42K	Buy	+1,108	New	+$40K	0.02%	41

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

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

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

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

EFS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

JOYN Advisors's IJK Position: Q2 2014 in Review

JOYN Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2014, closing a stake of 1,108 shares — an estimated $42K sold.

JOYN Advisors first reported a position in IJK in Q4 2013 and held it in 2 quarters. The position peaked at $42K in Q1 2014. 273 funds tracked by Wall St. Rank hold IJK as of Q2 2014.

JOYN Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2014 after selling out during the quarter.
JOYN Advisors sold 1,108 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2014, an estimated $42K.
JOYN Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and held it in 2 quarters.
JOYN Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $42K in Q1 2014.
273 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2014.

Based on JOYN Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.