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

Tower Trust’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
2014
Q1 		$584K Sell
15,280
-20,040
-57% -$754K 0.37% 77
2013
Q4 		$1.33M Sell
35,320
-1,216
-3% -$43.9K 0.8% 35
2013
Q3 		$1.27M Sell
36,536
-1,648
-4% -$56.1K 0.86% 36
2013
Q2 		$1.23M Buy
+38,184
New +$1.24M 0.88% 37

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Tower Trust's IJK Position: Q1 2014 in Review

Tower Trust reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 57% in Q1 2014, selling an estimated $754K and leaving 15,280 shares worth $584K. The position accounts for 0.37% of the portfolio, ranked #77.

Tower Trust first reported a position in IJK in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2013. 275 funds tracked by Wall St. Rank hold IJK as of Q1 2014.

  • Tower Trust held 15,280 shares of iShares S&P Mid-Cap 400 Growth ETF worth $584K as of Q1 2014.
  • Tower Trust sold 20,040 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2014, an estimated $754K.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.37% of Tower Trust's portfolio in Q1 2014, its #77 holding.
  • Tower Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.33M in Q4 2013.
  • 275 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.