Merriman Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Merriman Wealth Management’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
2017 Q1	–	Sell	-30,300	Closed	-$1.38M	–	140
2016 Q4	$1.38M	Buy	+30,300	New	+$1.33M	0.38%	58

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

RJA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Merriman Wealth Management's IJK Position: Q1 2017 in Review

Merriman Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2017, closing a stake of 30,300 shares — an estimated $1.38M sold.

Merriman Wealth Management first reported a position in IJK in Q4 2016 and held it in 1 quarter. The position peaked at $1.38M in Q4 2016. 378 funds tracked by Wall St. Rank hold IJK as of Q1 2017.

Merriman Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2017 after selling out during the quarter.
Merriman Wealth Management sold 30,300 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2017, an estimated $1.38M.
Merriman Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2016 and held it in 1 quarter.
Merriman Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.38M in Q4 2016.
378 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2017.

Based on Merriman Wealth Management's 13F filing for Q1 2017, filed 14 Apr 2017.