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

MinichMacGregor 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
2016 Q3	–	Sell	-1,352	Closed	-$57K	–	467
2016 Q2	$57K	Hold	1,352	–	–	0.05%	101
2016 Q1	$54K	Sell	1,352 -28,520	-95%	-$1.09M	0.05%	98
2015 Q4	$1.28M	Buy	+29,872	New	+$1.22M	1.19%	19

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MinichMacGregor Wealth Management's IJK Position: Q3 2016 in Review

MinichMacGregor Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2016, closing a stake of 1,352 shares — an estimated $57K sold.

MinichMacGregor Wealth Management first reported a position in IJK in Q4 2015 and held it in 3 quarters. The position peaked at $1.28M in Q4 2015. 354 funds tracked by Wall St. Rank hold IJK as of Q3 2016.

MinichMacGregor Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2016 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,352 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2016, an estimated $57K.
MinichMacGregor Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 3 quarters.
MinichMacGregor Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.28M in Q4 2015.
354 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2016, filed 28 Jun 2018.