MIP
IJK icon

Marietta Investment Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Marietta Investment Partners’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
2014
Q2 		– Sell
-7,204
Closed -$275K – 121
2014
Q1 		$275K Buy
7,204
+1,236
+21% +$46.5K 0.11% 114
2013
Q4 		$224K Hold
5,968
– – 0.08% 123
2013
Q3 		$208K Buy
+5,968
New +$203K 0.08% 127

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Marietta Investment Partners's IJK Position: Q2 2014 in Review

Marietta Investment Partners sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2014, closing a stake of 7,204 shares — an estimated $275K sold.

Marietta Investment Partners first reported a position in IJK in Q3 2013 and held it in 3 quarters. The position peaked at $275K in Q1 2014. 273 funds tracked by Wall St. Rank hold IJK as of Q2 2014.

  • Marietta Investment Partners reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Marietta Investment Partners sold 7,204 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2014, an estimated $275K.
  • Marietta Investment Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and held it in 3 quarters.
  • Marietta Investment Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $275K in Q1 2014.
  • 273 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2014.

Based on Marietta Investment Partners's 13F filing for Q2 2014, filed 11 Aug 2014.