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

Portfolio Solutions’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
2018 Q2	–	Sell	-1,404	Closed	-$77K	–	100
2018 Q1	$77K	Hold	1,404	–	–	0.01%	62
2017 Q4	$76K	Hold	1,404	–	–	0.01%	62
2017 Q3	$71K	Hold	1,404	–	–	0.01%	62
2017 Q2	$69K	Hold	1,404	–	–	0.01%	59
2017 Q1	$67K	Buy	+1,404	New	+$66.2K	0.01%	54

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

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

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

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

Portfolio Solutions's IJK Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2018, closing a stake of 1,404 shares — an estimated $77K sold.

Portfolio Solutions first reported a position in IJK in Q1 2017 and held it in 5 quarters. The position peaked at $77K in Q1 2018. 492 funds tracked by Wall St. Rank hold IJK as of Q2 2018.

Portfolio Solutions reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2018 after selling out during the quarter.
Portfolio Solutions sold 1,404 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2018, an estimated $77K.
Portfolio Solutions first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2017 and held it in 5 quarters.
Portfolio Solutions's iShares S&P Mid-Cap 400 Growth ETF position peaked at $77K in Q1 2018.
492 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.