MFS
IJK icon

McNamara Financial Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-1,460
Closed -$58K – 103
2014
Q4 		$58K Buy
+1,460
New +$56.7K 0.05% 89

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

McNamara Financial Services's IJK Position: Q1 2015 in Review

McNamara Financial Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2015, closing a stake of 1,460 shares — an estimated $58K sold.

McNamara Financial Services first reported a position in IJK in Q4 2014 and held it in 1 quarter. The position peaked at $58K in Q4 2014. 319 funds tracked by Wall St. Rank hold IJK as of Q1 2015.

  • McNamara Financial Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 1,460 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2015, an estimated $58K.
  • McNamara Financial Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $58K in Q4 2014.
  • 319 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.