Polaris Wealth Advisory Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Polaris Wealth Advisory 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
2014 Q2	–	Sell	-200	Closed	-$8K	–	107
2014 Q1	$8K	Hold	200	–	–	﹤0.01%	132
2013 Q4	$8K	Hold	200	–	–	﹤0.01%	154
2013 Q3	$6.96K	Hold	200	–	–	﹤0.01%	121
2013 Q2	$6.44K	Buy	+200	New	+$6.49K	﹤0.01%	130

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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

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

Polaris Wealth Advisory Group's IJK Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2014, closing a stake of 200 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in IJK in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q1 2014. 273 funds tracked by Wall St. Rank hold IJK as of Q2 2014.

Polaris Wealth Advisory Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2014 after selling out during the quarter.
Polaris Wealth Advisory Group sold 200 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2014, an estimated $8K.
Polaris Wealth Advisory Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $8K in Q1 2014.
273 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.