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

V Wealth 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
2017 Q4	–	Sell	-28,688	Closed	-$1.45M	–	216
2017 Q3	$1.45M	Buy	28,688 +300	+1%	+$14.8K	0.73%	41
2017 Q2	$1.4M	Buy	28,388 +2,180	+8%	+$106K	0.66%	47
2017 Q1	$1.25M	Buy	26,208 +19,976	+321%	+$942K	0.77%	43
2016 Q4	$284K	Sell	6,232 -60	-1%	-$2.64K	0.21%	134
2016 Q3	$275K	Buy	6,292 +32	+0.5%	+$1.41K	0.22%	129
2016 Q2	$264K	Hold	6,260	–	–	0.22%	127
2016 Q1	$254K	Buy	+6,260	New	+$239K	0.2%	115

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

V Wealth Advisors's IJK Position: Q4 2017 in Review

V Wealth Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2017, closing a stake of 28,688 shares — an estimated $1.45M sold.

V Wealth Advisors first reported a position in IJK in Q1 2016 and held it in 7 quarters. The position peaked at $1.45M in Q3 2017. 466 funds tracked by Wall St. Rank hold IJK as of Q4 2017.

V Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2017 after selling out during the quarter.
V Wealth Advisors sold 28,688 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2017, an estimated $1.45M.
V Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2016 and held it in 7 quarters.
V Wealth Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.45M in Q3 2017.
466 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2017.

Based on V Wealth Advisors's 13F filing for Q4 2017, filed 19 Jan 2018.