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

SII Investments’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
-14,848
Closed -$800K – 154
2017
Q4 		$800K Sell
14,848
-2,944
-17% -$155K 0.08% 180
2017
Q3 		$895K Buy
17,792
+1,104
+7% +$54.4K 0.05% 235
2017
Q2 		$824K Buy
16,688
+4,780
+40% +$232K 0.05% 240
2017
Q1 		$568K Buy
11,908
+4,860
+69% +$229K 0.04% 301
2016
Q4 		$323K Sell
7,048
-20
-0.3% -$881 0.02% 421
2016
Q3 		$310K Buy
7,068
+840
+13% +$36.9K 0.02% 407
2016
Q2 		$265K Sell
6,228
-888
-12% -$36.8K 0.02% 465
2016
Q1 		$288K Buy
7,116
+672
+10% +$25.6K 0.03% 438
2015
Q4 		$260K Sell
6,444
-1,268
-16% -$51.9K 0.03% 364
2015
Q3 		$304K Buy
7,712
+1,252
+19% +$52.3K 0.04% 399
2015
Q2 		$273K Buy
6,460
+632
+11% +$27.1K 0.03% 414
2015
Q1 		$250K Buy
5,828
+20
+0.3% +$828 0.03% 447
2014
Q4 		$234K Hold
5,808
– – 0.03% 428
2014
Q3 		$220K Sell
5,808
-180
-3% -$6.97K 0.03% 435
2014
Q2 		$236K Buy
5,988
+268
+5% +$10.1K 0.03% 398
2014
Q1 		$205K Hold
5,720
– – 0.04% 383
2013
Q4 		$216K Sell
5,720
-268
-4% -$9.67K 0.04% 381
2013
Q3 		$209K Buy
+5,988
New +$204K 0.05% 305

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
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
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

SII Investments's IJK Position: Q1 2018 in Review

SII Investments sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2018, closing a stake of 14,848 shares — an estimated $800K sold.

SII Investments first reported a position in IJK in Q3 2013 and held it in 18 quarters. The position peaked at $895K in Q3 2017. 481 funds tracked by Wall St. Rank hold IJK as of Q1 2018.

  • SII Investments reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 14,848 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2018, an estimated $800K.
  • SII Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2013 and held it in 18 quarters.
  • SII Investments's iShares S&P Mid-Cap 400 Growth ETF position peaked at $895K in Q3 2017.
  • 481 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.