Vaughan David Investments’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Vaughan David Investments’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
2015 Q2	–	Sell	-7,300	Closed	-$313K	–	156
2015 Q1	$313K	Hold	7,300	–	–	0.02%	133
2014 Q4	$291K	Hold	7,300	–	–	0.02%	136
2014 Q3	$276K	Hold	7,300	–	–	0.02%	134
2014 Q2	$287K	Hold	7,300	–	–	0.02%	135
2014 Q1	$279K	Hold	7,300	–	–	0.02%	133
2013 Q4	$274K	Hold	7,300	–	–	0.02%	131
2013 Q3	$254K	Hold	7,300	–	–	0.02%	132
2013 Q2	$235K	Buy	+7,300	New	+$237K	0.02%	131

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

Vaughan David Investments's IJK Position: Q2 2015 in Review

Vaughan David Investments sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q2 2015, closing a stake of 7,300 shares — an estimated $313K sold.

Vaughan David Investments first reported a position in IJK in Q2 2013 and held it in 8 quarters. The position peaked at $313K in Q1 2015. 327 funds tracked by Wall St. Rank hold IJK as of Q2 2015.

Vaughan David Investments reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q2 2015 after selling out during the quarter.
Vaughan David Investments sold 7,300 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2015, an estimated $313K.
Vaughan David Investments first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 8 quarters.
Vaughan David Investments's iShares S&P Mid-Cap 400 Growth ETF position peaked at $313K in Q1 2015.
327 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2015.

Based on Vaughan David Investments's 13F filing for Q2 2015, filed 6 Aug 2015.