LMIM
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Lockheed Martin Investment Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Lockheed Martin Investment 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
2019
Q3 		– Sell
-126,212
Closed -$7.14M – 87
2019
Q2 		$7.14M Sell
126,212
-17,800
-12% -$987K 0.32% 74
2019
Q1 		$7.89M Hold
144,012
– – 0.36% 42
2018
Q4 		$6.88M Sell
144,012
-72,400
-33% -$3.79M 0.33% 41
2018
Q3 		$12.6M Sell
216,412
-89,600
-29% -$5.2M 0.54% 34
2018
Q2 		$17.2M Sell
306,012
-16,712
-5% -$934K 0.81% 31
2018
Q1 		$17.6M Buy
322,724
+111,600
+53% +$6.17M 0.73% 29
2017
Q4 		$11.4M Buy
211,124
+3,000
+1% +$158K 0.52% 30
2017
Q3 		$10.5M Sell
208,124
-32,212
-13% -$1.59M 0.56% 31
2017
Q2 		$11.8M Sell
240,336
-122,928
-34% -$5.98M 0.65% 27
2017
Q1 		$17.3M Buy
363,264
+119,604
+49% +$5.64M 0.99% 22
2016
Q4 		$11.1M Buy
243,660
+72,956
+43% +$3.21M 0.93% 19
2016
Q3 		$7.46M Buy
170,704
+15,404
+10% +$676K 0.65% 25
2016
Q2 		$6.57M Buy
155,300
+33,748
+28% +$1.4M 0.65% 25
2016
Q1 		$4.94M Buy
121,552
+98,624
+430% +$3.76M 0.48% 31
2015
Q4 		$923K Sell
22,928
-132,284
-85% -$5.41M 0.09% 59
2015
Q3 		$6.1M Sell
155,212
-5,076
-3% -$212K 0.69% 24
2015
Q2 		$6.79M Buy
160,288
+82,440
+106% +$3.53M 0.34% 37
2015
Q1 		$3.34M Buy
+77,848
New +$3.22M 0.16% 60
2014
Q4 		– Sell
-47,316
Closed -$1.79M – 125
2014
Q3 		$1.79M Sell
47,316
-218,680
-82% -$8.47M 0.08% 74
2014
Q2 		$10.4M Sell
265,996
-76,472
-22% -$2.89M 0.48% 29
2014
Q1 		$13.1M Hold
342,468
– – 0.67% 24
2013
Q4 		$12.9M Sell
342,468
-65,600
-16% -$2.37M 0.72% 23
2013
Q3 		$14.2M Hold
408,068
– – 0.81% 20
2013
Q2 		$13.1M Buy
+408,068
New +$13.2M 0.8% 21

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lockheed Martin Investment Management's IJK Position: Q3 2019 in Review

Lockheed Martin Investment Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2019, closing a stake of 126,212 shares — an estimated $7.14M sold.

Lockheed Martin Investment Management first reported a position in IJK in Q2 2013 and held it in 24 quarters. The position peaked at $17.6M in Q1 2018. 527 funds tracked by Wall St. Rank hold IJK as of Q3 2019.

  • Lockheed Martin Investment Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Lockheed Martin Investment Management sold 126,212 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2019, an estimated $7.14M.
  • Lockheed Martin Investment Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 24 quarters.
  • Lockheed Martin Investment Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $17.6M in Q1 2018.
  • 527 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2019.

Based on Lockheed Martin Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.