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 $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

EFS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJA

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Peak Asset Management's IJK Position: Q4 2017 in Review

Peak Asset Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2017, closing a stake of 14,652 shares — an estimated $741K sold.

Peak Asset Management first reported a position in IJK in Q4 2014 and held it in 12 quarters. The position peaked at $852K in Q1 2015. 466 funds tracked by Wall St. Rank hold IJK as of Q4 2017.

Peak Asset Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2017 after selling out during the quarter.
Peak Asset Management sold 14,652 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2017, an estimated $741K.
Peak Asset Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and held it in 12 quarters.
Peak Asset Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $852K in Q1 2015.
466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2017.

Based on Peak Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.