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

Vantage Investment 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
2018 Q3	$828K	Buy	14,216 +492	+4%	+$28.6K	0.17%	69
2018 Q2	$771K	Sell	13,724 -572	-4%	-$32K	0.19%	66
2018 Q1	$780K	Sell	14,296 -248	-2%	-$13.7K	0.2%	64
2017 Q4	$785K	Sell	14,544 -48	-0.3%	-$2.53K	0.18%	70
2017 Q3	$738K	Sell	14,592 -500	-3%	-$24.6K	0.19%	69
2017 Q2	$742K	Sell	15,092 -472	-3%	-$23K	0.21%	70
2017 Q1	$743K	Buy	15,564 +1,868	+14%	+$88.1K	0.24%	68
2016 Q4	$624K	Buy	13,696 +244	+2%	+$10.7K	0.25%	67
2016 Q3	$588K	Buy	13,452 +1,360	+11%	+$59.7K	0.26%	63
2016 Q2	$511K	Buy	12,092 +12	+0.1%	+$497	0.22%	72
2016 Q1	$491K	Sell	12,080 -5,196	-30%	-$198K	0.22%	73
2015 Q4	$695K	Buy	17,276 +200	+1%	+$8.19K	0.35%	59
2015 Q3	$671K	Sell	17,076 -4	-0%	-$167	0.38%	59
2015 Q2	$724K	Sell	17,080 -16,904	-50%	-$724K	0.4%	55
2015 Q1	$1.46M	Buy	33,984 +23,036	+210%	+$954K	0.41%	56
2014 Q4	$437K	Hold	10,948	–	–	0.25%	69
2014 Q3	$415K	Hold	10,948	–	–	0.25%	68
2014 Q2	$430K	Buy	10,948 +104	+1%	+$3.93K	0.26%	65
2014 Q1	$415K	Hold	10,844	–	–	0.27%	63
2013 Q4	$407K	Buy	+10,844	New	+$391K	0.28%	67

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Vantage Investment Advisors's IJK Position: Q3 2018 in Review

Vantage Investment Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 3.6% in Q3 2018, buying an estimated $28.6K and bringing the position to 14,216 shares worth $828K. The position accounts for 0.17% of the portfolio, ranked #69.

Vantage Investment Advisors first reported a position in IJK in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.46M in Q1 2015. 498 funds tracked by Wall St. Rank hold IJK as of Q3 2018.

Vantage Investment Advisors held 14,216 shares of iShares S&P Mid-Cap 400 Growth ETF worth $828K as of Q3 2018.
Vantage Investment Advisors bought 492 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2018, an estimated $28.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.17% of Vantage Investment Advisors's portfolio in Q3 2018, its #69 holding.
Vantage Investment Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 20 quarters since.
Vantage Investment Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.46M in Q1 2015.
498 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.