KKAMG
IJK icon

Kernodle & Katon Asset Management Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Kernodle & Katon Asset Management Group’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
Q1 		$18K Buy
+372
New +$17.5K 0.01% 201

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

Kernodle & Katon Asset Management Group's IJK Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2017: 372 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #201 among its holdings.

378 funds tracked by Wall St. Rank hold IJK as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 372 shares of iShares S&P Mid-Cap 400 Growth ETF worth $18K as of Q1 2017.
  • iShares S&P Mid-Cap 400 Growth ETF was a new Kernodle & Katon Asset Management Group position in Q1 2017.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #201 holding.
  • 378 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.