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

LBA 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 Q1	$169K	Hold	3,532	–	–	0.09%	113
2016 Q4	$161K	Hold	3,532	–	–	0.09%	114
2016 Q3	$154K	Buy	3,532 +972	+38%	+$42.7K	0.09%	121
2016 Q2	$108K	Buy	2,560 +256	+11%	+$10.6K	0.06%	147
2016 Q1	$94K	Hold	2,304	–	–	0.05%	156
2015 Q4	$93K	Buy	2,304 +1,084	+89%	+$44.4K	0.05%	167
2015 Q3	$48K	Hold	1,220	–	–	0.03%	177
2015 Q2	$52K	Hold	1,220	–	–	0.03%	160
2015 Q1	$52K	Hold	1,220	–	–	0.03%	165
2014 Q4	$49K	Hold	1,220	–	–	0.03%	169
2014 Q3	$46K	Buy	+1,220	New	+$47.3K	0.03%	176

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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LBA Wealth Management's IJK Position: Q1 2017 in Review

LBA Wealth Management held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2017 at 3,532 shares worth $169K. The position accounts for 0.09% of the portfolio, ranked #113.

LBA Wealth Management first reported a position in IJK in Q3 2014 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold IJK as of Q1 2017.

LBA Wealth Management held 3,532 shares of iShares S&P Mid-Cap 400 Growth ETF worth $169K as of Q1 2017.
LBA Wealth Management left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2017.
iShares S&P Mid-Cap 400 Growth ETF made up 0.09% of LBA Wealth Management's portfolio in Q1 2017, its #113 holding.
LBA Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2014 and has held it in 11 quarters since.
378 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.