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

SNS Financial 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
2017
Q1 		– Sell
-8,552
Closed -$390K – 232
2016
Q4 		$390K Buy
8,552
+480
+6% +$21.1K 0.11% 115
2016
Q3 		$353K Sell
8,072
-1,860
-19% -$81.6K 0.1% 93
2016
Q2 		$420K Sell
9,932
-25,252
-72% -$1.05M 0.11% 95
2016
Q1 		$1.43M Sell
35,184
-96
-0.3% -$3.66K 0.36% 47
2015
Q4 		$1.42M Buy
35,280
+1,252
+4% +$51.2K 0.35% 50
2015
Q3 		$1.34M Buy
34,028
+420
+1% +$17.5K 0.36% 49
2015
Q2 		$1.42M Buy
33,608
+23,632
+237% +$1.01M 0.43% 49
2015
Q1 		$428K Sell
9,976
-1,936
-16% -$80.1K 0.16% 74
2014
Q4 		$475K Sell
11,912
-2,040
-15% -$79.2K 0.19% 68
2014
Q3 		$528K Buy
13,952
+28
+0.2% +$1.08K 0.17% 71
2014
Q2 		$547K Sell
13,924
-7,728
-36% -$292K 0.22% 65
2014
Q1 		$828K Sell
21,652
-12,020
-36% -$452K 0.37% 43
2013
Q4 		$1.26M Buy
33,672
+16,940
+101% +$611K 0.58% 40
2013
Q3 		$582K Buy
16,732
+2,308
+16% +$78.5K 0.37% 49
2013
Q2 		$465K Buy
+14,424
New +$468K 0.17% 52

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SNS Financial Group's IJK Position: Q1 2017 in Review

SNS Financial Group sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2017, closing a stake of 8,552 shares — an estimated $390K sold.

SNS Financial Group first reported a position in IJK in Q2 2013 and held it in 15 quarters. The position peaked at $1.43M in Q1 2016. 378 funds tracked by Wall St. Rank hold IJK as of Q1 2017.

  • SNS Financial Group reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2017 after selling out during the quarter.
  • SNS Financial Group sold 8,552 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2017, an estimated $390K.
  • SNS Financial Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 15 quarters.
  • SNS Financial Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.43M in Q1 2016.
  • 378 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2017.

Based on SNS Financial Group's 13F filing for Q1 2017, filed 12 May 2017.