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

Noven Financial Group’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
Q1 		– Sell
-11,312
Closed -$455K – 45
2015
Q4 		$455K Buy
+11,312
New +$463K 0.35% 27

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
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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Noven Financial Group's IJK Position: Q1 2016 in Review

Noven Financial Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2016, closing a stake of 11,312 shares — an estimated $455K sold.

Noven Financial Group first reported a position in IJK in Q4 2015 and held it in 1 quarter. The position peaked at $455K in Q4 2015. 333 funds tracked by Wall St. Rank hold IJK as of Q1 2016.

  • Noven Financial Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Noven Financial Group sold 11,312 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2016, an estimated $455K.
  • Noven Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and held it in 1 quarter.
  • Noven Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $455K in Q4 2015.
  • 333 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2016.

Based on Noven Financial Group's 13F filing for Q1 2016, filed 12 May 2016.