LI
IJK icon

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

LVZ Inc’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 		– Sell
-314,156
Closed -$15M – 82
2018
Q4 		$15M Buy
314,156
+7,404
+2% +$388K 4.27% 10
2018
Q3 		$16.8M Buy
306,752
+8,572
+3% +$498K 4.21% 11
2018
Q2 		$16.8M Buy
298,180
+11,928
+4% +$667K 4.25% 8
2018
Q1 		$15.6M Buy
286,252
+564
+0.2% +$31.2K 4.24% 8
2017
Q4 		$15.4M Buy
285,688
+4,192
+1% +$221K 4.56% 7
2017
Q3 		$14.2M Buy
+281,496
New +$13.9M 4.58% 7
2016
Q2 		– Sell
-226,396
Closed -$9.2M – 48
2016
Q1 		$9.2M Buy
+226,396
New +$8.64M 4.33% 11
2015
Q4 		– Sell
-286,244
Closed -$11.2M – 37
2015
Q3 		$11.2M Buy
286,244
+12,124
+4% +$506K 7.25% 4
2015
Q2 		$11.8M Buy
274,120
+11,864
+5% +$508K 6.57% 5
2015
Q1 		$11.2M Sell
262,256
-5,708
-2% -$236K 6.54% 6
2014
Q4 		$10.7M Buy
267,964
+18,180
+7% +$706K 7.92% 6
2014
Q3 		$9.46M Buy
249,784
+8,368
+3% +$324K 7.04% 7
2014
Q2 		$9.48M Sell
241,416
-99,960
-29% -$3.78M 7.03% 7
2014
Q1 		$13.1M Buy
341,376
+55,408
+19% +$2.09M 10.45% 2
2013
Q4 		$10.7M Buy
+285,968
New +$10.3M 8.8% 5

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LVZ Inc's IJK Position: Q1 2019 in Review

LVZ Inc sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2019, closing a stake of 314,156 shares — an estimated $15M sold.

LVZ Inc first reported a position in IJK in Q4 2013 and held it in 15 quarters. The position peaked at $16.8M in Q3 2018. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

  • LVZ Inc reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • LVZ Inc sold 314,156 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $15M.
  • LVZ Inc first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and held it in 15 quarters.
  • LVZ Inc's iShares S&P Mid-Cap 400 Growth ETF position peaked at $16.8M 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 LVZ Inc's 13F filing for Q1 2019, filed 25 Apr 2019.