Smith Salley Wealth Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-7,800
Closed -$306K 181
2014
Q2
$306K Buy
+7,800
New +$295K 0.08% 152

Other funds holding IJK

Smith Salley Wealth Management's IJK Position: Q3 2014 in Review

Smith Salley Wealth Management sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2014, closing a stake of 7,800 shares — an estimated $306K sold.

Smith Salley Wealth Management first reported a position in IJK in Q2 2014 and held it in 1 quarter. The position peaked at $306K in Q2 2014. 267 funds tracked by Wall St. Rank hold IJK as of Q3 2014.

  • Smith Salley Wealth Management reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Smith Salley Wealth Management sold 7,800 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2014, an estimated $306K.
  • Smith Salley Wealth Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2014 and held it in 1 quarter.
  • Smith Salley Wealth Management's iShares S&P Mid-Cap 400 Growth ETF position peaked at $306K in Q2 2014.
  • 267 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2014.

Based on Smith Salley Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.