MacGuire Cheswick & Tuttle Investment Counsel’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

MacGuire Cheswick & Tuttle Investment Counsel’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 Q4	–	Hold	0	–	–	–	61
2018 Q3	–	Hold	0	–	–	–	64
2018 Q2	–	Hold	0	–	–	–	62
2018 Q1	–	Hold	0	–	–	–	64
2017 Q4	–	Hold	0	–	–	–	64
2017 Q3	–	Hold	0	–	–	–	64
2017 Q2	–	Hold	0	–	–	–	62
2017 Q1	–	Hold	0	–	–	–	64
2016 Q4	–	Hold	0	–	–	–	63
2016 Q3	–	Hold	0	–	–	–	61
2016 Q2	–	Hold	0	–	–	–	60
2016 Q1	–	Hold	0	–	–	–	58
2015 Q4	–	Hold	0	–	–	–	59
2015 Q3	–	Hold	0	–	–	–	59
2015 Q2	–	Hold	0	–	–	–	62
2015 Q1	–	Hold	0	–	–	–	64
2014 Q4	–	Hold	0	–	–	–	67
2014 Q3	–	Hold	0	–	–	–	62
2014 Q2	–	Hold	0	–	–	–	62
2014 Q1	–	Hold	0	–	–	–	60
2013 Q4	–	Hold	0	–	–	–	64
2013 Q3	–	Sell	-27,720	Closed	-$943K	–	61
2013 Q2	$893K	Buy	+27,720	New	+$900K	0.26%	62

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

MacGuire Cheswick & Tuttle Investment Counsel's IJK Position: Q4 2018 in Review

MacGuire Cheswick & Tuttle Investment Counsel held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2018 at 0 shares worth $1.03M. The position accounts for 0.22% of the portfolio, ranked #61.

MacGuire Cheswick & Tuttle Investment Counsel first reported a position in IJK in Q2 2013 and has held it in 1 quarter since. The position peaked at $893K in Q2 2013. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

MacGuire Cheswick & Tuttle Investment Counsel held 0 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.03M as of Q4 2018.
MacGuire Cheswick & Tuttle Investment Counsel left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2018.
iShares S&P Mid-Cap 400 Growth ETF made up 0.22% of MacGuire Cheswick & Tuttle Investment Counsel's portfolio in Q4 2018, its #61 holding.
MacGuire Cheswick & Tuttle Investment Counsel first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 1 quarter since.
MacGuire Cheswick & Tuttle Investment Counsel's iShares S&P Mid-Cap 400 Growth ETF position peaked at $893K in Q2 2013.
521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on MacGuire Cheswick & Tuttle Investment Counsel's 13F filing for Q4 2018, filed 11 Feb 2019.