M Holdings Securities’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

M Holdings Securities’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
2018 Q3	–	Sell	-34,052	Closed	-$1.91M	–	355
2018 Q2	$1.91M	Buy	34,052 +9,616	+39%	+$537K	0.53%	47
2018 Q1	$1.33M	Buy	+24,436	New	+$1.35M	0.41%	65
2017 Q4	–	Sell	-16,764	Closed	-$848K	–	322
2017 Q3	$848K	Buy	+16,764	New	+$826K	0.27%	108
2014 Q4	–	Sell	-972	Closed	-$37K	–	301
2014 Q3	$37K	Buy	+972	New	+$37.7K	0.02%	420

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

M Holdings Securities's IJK Position: Q3 2018 in Review

M Holdings Securities sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2018, closing a stake of 34,052 shares — an estimated $1.91M sold.

M Holdings Securities first reported a position in IJK in Q3 2014 and held it in 4 quarters. The position peaked at $1.91M in Q2 2018. 498 funds tracked by Wall St. Rank hold IJK as of Q3 2018.

M Holdings Securities reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2018 after selling out during the quarter.
M Holdings Securities sold 34,052 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2018, an estimated $1.91M.
M Holdings Securities first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2014 and held it in 4 quarters.
M Holdings Securities's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.91M in Q2 2018.
498 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2018.

Based on M Holdings Securities's 13F filing for Q3 2018, filed 16 Nov 2018.