Stokes & Hubbell Capital Management’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Stokes & Hubbell Capital Management’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
2019 Q1	$562K	Buy	10,260 +1,036	+11%	+$54.7K	0.12%	89
2018 Q4	$441K	Buy	+9,224	New	+$483K	0.1%	89

Other funds holding IJK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stokes & Hubbell Capital Management's IJK Position: Q1 2019 in Review

Stokes & Hubbell Capital Management increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 11% in Q1 2019, buying an estimated $54.7K and bringing the position to 10,260 shares worth $562K. The position accounts for 0.12% of the portfolio, ranked #89.

Stokes & Hubbell Capital Management first reported a position in IJK in Q4 2018 and has held it in 2 quarters since. 535 funds tracked by Wall St. Rank hold IJK as of Q1 2019.

Stokes & Hubbell Capital Management held 10,260 shares of iShares S&P Mid-Cap 400 Growth ETF worth $562K as of Q1 2019.
Stokes & Hubbell Capital Management bought 1,036 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2019, an estimated $54.7K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.12% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #89 holding.
Stokes & Hubbell Capital Management first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2018 and has held it in 2 quarters since.
535 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.