Sand Hill Global Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Sand Hill Global Advisors’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 Q1	–	Sell	-3,836	Closed	-$207K	–	86
2017 Q4	$207K	Sell	3,836 -288	-7%	-$15.2K	0.02%	108
2017 Q3	$209K	Sell	4,124 -84,076	-95%	-$4.14M	0.02%	108
2017 Q2	$4.33M	Buy	88,200 +2,032	+2%	+$98.8K	0.49%	44
2017 Q1	$4.11M	Sell	86,168 -788	-0.9%	-$37.2K	0.53%	39
2016 Q4	$3.96M	Sell	86,956 -5,176	-6%	-$228K	0.54%	37
2016 Q3	$4.03M	Sell	92,132 -1,584	-2%	-$69.5K	0.61%	37
2016 Q2	$3.96M	Buy	93,716 +1,052	+1%	+$43.6K	0.62%	39
2016 Q1	$3.77M	Sell	92,664 -4,388	-5%	-$167K	0.57%	41
2015 Q4	$3.9M	Sell	97,052 -1,232	-1%	-$50.4K	0.63%	34
2015 Q3	$3.86M	Buy	98,284 +292	+0.3%	+$12.2K	0.62%	36
2015 Q2	$4.15M	Buy	97,992 +3,256	+3%	+$139K	0.67%	30
2015 Q1	$4.06M	Buy	94,736 +216	+0.2%	+$8.94K	0.66%	32
2014 Q4	$3.77M	Sell	94,520 -26,220	-22%	-$1.02M	0.65%	36
2014 Q3	$4.57M	Buy	120,740 +26,736	+28%	+$1.04M	0.76%	22
2014 Q2	$3.69M	Buy	94,004 +4,920	+6%	+$186K	0.7%	29
2014 Q1	$3.41M	Buy	89,084 +1,200	+1%	+$45.2K	0.69%	35
2013 Q4	$3.3M	Sell	87,884 -24,680	-22%	-$890K	0.7%	37
2013 Q3	$3.92M	Buy	112,564 +41,300	+58%	+$1.4M	0.67%	39
2013 Q2	$2.29M	Buy	+71,264	New	+$2.31M	0.63%	43

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

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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

Sand Hill Global Advisors's IJK Position: Q1 2018 in Review

Sand Hill Global Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2018, closing a stake of 3,836 shares — an estimated $207K sold.

Sand Hill Global Advisors first reported a position in IJK in Q2 2013 and held it in 19 quarters. The position peaked at $4.57M in Q3 2014. 481 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

Sand Hill Global Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2018 after selling out during the quarter.
Sand Hill Global Advisors sold 3,836 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $207K.
Sand Hill Global Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 19 quarters.
Sand Hill Global Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $4.57M in Q3 2014.
481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on Sand Hill Global Advisors's 13F filing for Q1 2018, filed 10 May 2018.