Risk Paradigm Group’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Risk Paradigm 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
2018 Q4	$126K	Hold	2,632	–	–	0.31%	52
2018 Q3	$153K	Hold	2,632	–	–	0.3%	54
2018 Q2	$148K	Sell	2,632 -5,380	-67%	-$301K	0.28%	53
2018 Q1	$437K	Sell	8,012 -352	-4%	-$19.5K	0.56%	59
2017 Q4	$451K	Sell	8,364 -208	-2%	-$11K	0.48%	63
2017 Q3	$434K	Sell	8,572 -1,404	-14%	-$69.2K	0.53%	62
2017 Q2	$490K	Hold	9,976	–	–	0.58%	52
2017 Q1	$476K	Buy	9,976 +20	+0.2%	+$943	0.54%	60
2016 Q4	$453K	Sell	9,956 -4,288	-30%	-$189K	0.5%	68
2016 Q3	$622K	Buy	14,244 +496	+4%	+$21.8K	0.47%	57
2016 Q2	$581K	Buy	+13,748	New	+$570K	0.79%	56
2016 Q1	–	Sell	-21,348	Closed	-$859K	–	234
2015 Q4	$859K	Buy	+21,348	New	+$874K	1.02%	34
2015 Q3	–	Sell	-58,616	Closed	-$2.48M	–	474
2015 Q2	$2.48M	Sell	58,616 -536	-0.9%	-$23K	2.37%	13
2015 Q1	$2.54M	Buy	+59,152	New	+$2.45M	2.48%	11

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Risk Paradigm Group's IJK Position: Q4 2018 in Review

Risk Paradigm Group held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q4 2018 at 2,632 shares worth $126K. The position accounts for 0.31% of the portfolio, ranked #52.

Risk Paradigm Group first reported a position in IJK in Q1 2015 and has held it in 14 quarters since. The position peaked at $2.54M in Q1 2015. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

Risk Paradigm Group held 2,632 shares of iShares S&P Mid-Cap 400 Growth ETF worth $126K as of Q4 2018.
Risk Paradigm Group left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q4 2018.
iShares S&P Mid-Cap 400 Growth ETF made up 0.31% of Risk Paradigm Group's portfolio in Q4 2018, its #52 holding.
Risk Paradigm Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and has held it in 14 quarters since.
Risk Paradigm Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.54M in Q1 2015.
521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on Risk Paradigm Group's 13F filing for Q4 2018, filed 14 Feb 2019.