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New England Private Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

New England Private Wealth Advisors’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
Q4 		– Sell
-5,932
Closed -$233K – 125
2015
Q3 		$233K Buy
+5,932
New +$248K 0.1% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

New England Private Wealth Advisors's IJK Position: Q4 2015 in Review

New England Private Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2015, closing a stake of 5,932 shares — an estimated $233K sold.

New England Private Wealth Advisors first reported a position in IJK in Q3 2015 and held it in 1 quarter. The position peaked at $233K in Q3 2015. 344 funds tracked by Wall St. Rank hold IJK as of Q4 2015.

  • New England Private Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • New England Private Wealth Advisors sold 5,932 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2015, an estimated $233K.
  • New England Private Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2015 and held it in 1 quarter.
  • New England Private Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $233K in Q3 2015.
  • 344 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2015.

Based on New England Private Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.