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Northwestern Mutual Investment Services’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Northwestern Mutual Investment 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
2014
Q1 		– Sell
-172
Closed -$6K – 117
2013
Q4 		$6K Buy
+172
New +$6.21K ﹤0.01% 32

Other funds holding IJK

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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 $30.4B AUM 27.51% 1-Year Est. Return
PNC Financial Services Group
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
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

Northwestern Mutual Investment Services's IJK Position: Q1 2014 in Review

Northwestern Mutual Investment Services sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2014, closing a stake of 172 shares — an estimated $6K sold.

Northwestern Mutual Investment Services first reported a position in IJK in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 275 funds tracked by Wall St. Rank hold IJK as of Q1 2014.

  • Northwestern Mutual Investment Services reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 172 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2014, an estimated $6K.
  • Northwestern Mutual Investment Services first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's iShares S&P Mid-Cap 400 Growth ETF position peaked at $6K in Q4 2013.
  • 275 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2014, filed 15 May 2014.