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

Peak Asset 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 Q4	–	Sell	-14,652	Closed	-$741K	–	137
2017 Q3	$741K	Hold	14,652	–	–	0.27%	71
2017 Q2	$720K	Hold	14,652	–	–	0.27%	70
2017 Q1	$699K	Hold	14,652	–	–	0.26%	71
2016 Q4	$667K	Hold	14,652	–	–	0.27%	74
2016 Q3	$640K	Hold	14,652	–	–	0.27%	75
2016 Q2	$619K	Hold	14,652	–	–	0.27%	72
2016 Q1	$596K	Hold	14,652	–	–	0.28%	69
2015 Q4	$590K	Hold	14,652	–	–	0.29%	59
2015 Q3	$575K	Sell	14,652 -5,220	-26%	-$218K	0.31%	57
2015 Q2	$842K	Hold	19,872	–	–	0.44%	47
2015 Q1	$852K	Hold	19,872	–	–	0.42%	47
2014 Q4	$793K	Buy	+19,872	New	+$771K	0.42%	47

Other funds holding IJK

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

KeyBank National Association

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