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

US Financial Advisors’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
2016 Q1	–	Sell	-444	Closed	-$18K	–	542
2015 Q4	$18K	Hold	444	–	–	0.02%	257
2015 Q3	$17K	Hold	444	–	–	0.03%	226
2015 Q2	$19K	Hold	444	–	–	0.02%	187
2015 Q1	$19K	Hold	444	–	–	0.02%	200
2014 Q4	$18K	Buy	+444	New	+$17.2K	0.02%	196

Other funds holding IJK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

US Financial Advisors's IJK Position: Q1 2016 in Review

US Financial Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2016, closing a stake of 444 shares — an estimated $18K sold.

US Financial Advisors first reported a position in IJK in Q4 2014 and held it in 5 quarters. The position peaked at $19K in Q2 2015. 333 funds tracked by Wall St. Rank hold IJK as of Q1 2016.

US Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 444 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2016, an estimated $18K.
US Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2014 and held it in 5 quarters.
US Financial Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $19K in Q2 2015.
333 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.