Live Your Vision’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Live Your Vision’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
2019 Q1	$249K	Sell	4,428 -40	-0.9%	-$2.11K	0.08%	64
2018 Q4	$224K	Hold	4,468	–	–	0.08%	65
2018 Q3	$260K	Hold	4,468	–	–	0.08%	58
2018 Q2	$256K	Hold	4,468	–	–	0.08%	58
2018 Q1	$247K	Hold	4,468	–	–	0.08%	59
2017 Q4	$254K	Hold	4,468	–	–	0.09%	61
2017 Q3	$226K	Hold	4,468	–	–	0.08%	64
2017 Q2	$222K	Hold	4,468	–	–	0.08%	62
2017 Q1	$213K	Hold	4,468	–	–	0.08%	66
2016 Q4	$204K	Hold	4,468	–	–	0.09%	63
2016 Q3	$195K	Buy	+4,468	New	+$196K	0.08%	57
2015 Q4	–	Sell	-4,540	Closed	-$178K	–	172
2015 Q3	$178K	Sell	4,540 -276	-6%	-$11.5K	0.08%	69
2015 Q2	$205K	Hold	4,816	–	–	0.1%	63
2015 Q1	$206K	Sell	4,816 -884	-16%	-$36.6K	0.1%	56
2014 Q4	$228K	Sell	5,700 -32	-0.6%	-$1.24K	0.11%	49
2014 Q3	$209K	Buy	+5,732	New	+$222K	0.11%	45

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Live Your Vision's IJK Position: Q1 2019 in Review

Live Your Vision reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.9% in Q1 2019, selling an estimated $2.11K and leaving 4,428 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #64.

Live Your Vision first reported a position in IJK in Q3 2014 and has held it in 16 quarters since. The position peaked at $260K in Q3 2018. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

Live Your Vision held 4,428 shares of iShares S&P Mid-Cap 400 Growth ETF worth $249K as of Q1 2019.
Live Your Vision sold 40 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $2.11K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.08% of Live Your Vision's portfolio in Q1 2019, its #64 holding.
Live Your Vision first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2014 and has held it in 16 quarters since.
Live Your Vision's iShares S&P Mid-Cap 400 Growth ETF position peaked at $260K in Q3 2018.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.