Roble Belko & Company’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Roble Belko & Company’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
2015 Q3	–	Sell	-4,880	Closed	-$207K	–	217
2015 Q2	$207K	Hold	4,880	–	–	0.12%	53
2015 Q1	$209K	Buy	+4,880	New	+$202K	0.12%	49

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Roble Belko & Company's IJK Position: Q3 2015 in Review

Roble Belko & Company sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2015, closing a stake of 4,880 shares — an estimated $207K sold.

Roble Belko & Company first reported a position in IJK in Q1 2015 and held it in 2 quarters. The position peaked at $209K in Q1 2015. 335 funds tracked by Wall St. Rank hold IJK as of Q3 2015.

Roble Belko & Company reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2015 after selling out during the quarter.
Roble Belko & Company sold 4,880 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2015, an estimated $207K.
Roble Belko & Company first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and held it in 2 quarters.
Roble Belko & Company's iShares S&P Mid-Cap 400 Growth ETF position peaked at $209K in Q1 2015.
335 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2015.

Based on Roble Belko & Company's 13F filing for Q3 2015, filed 12 Nov 2015.