Placemark Investments’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Placemark Investments’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 Q4	$3.04M	Buy	76,164 +6,112	+9%	+$237K	0.05%	432
2014 Q3	$2.65M	Buy	70,052 +43,648	+165%	+$1.69M	0.05%	448
2014 Q2	$1.04M	Buy	26,404 +3,684	+16%	+$139K	0.02%	854
2014 Q1	$868K	Sell	22,720 -2,956	-12%	-$111K	0.02%	872
2013 Q4	$963K	Buy	25,676 +9,552	+59%	+$345K	0.02%	870
2013 Q3	$561K	Buy	16,124 +6,280	+64%	+$214K	0.01%	1037
2013 Q2	$317K	Buy	+9,844	New	+$319K	0.01%	1247

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFS

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Placemark Investments's IJK Position: Q4 2014 in Review

Placemark Investments increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 8.7% in Q4 2014, buying an estimated $237K and bringing the position to 76,164 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #432.

Placemark Investments first reported a position in IJK in Q2 2013 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold IJK as of Q4 2014.

Placemark Investments held 76,164 shares of iShares S&P Mid-Cap 400 Growth ETF worth $3.04M as of Q4 2014.
Placemark Investments bought 6,112 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2014, an estimated $237K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #432 holding.
Placemark Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 7 quarters since.
293 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.