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

Wealth Architects’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
Q4 		– Sell
-5,828
Closed -$229K – 126
2015
Q3 		$229K Buy
+5,828
New +$243K 0.12% 99

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealth Architects's IJK Position: Q4 2015 in Review

Wealth Architects sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q4 2015, closing a stake of 5,828 shares — an estimated $229K sold.

Wealth Architects first reported a position in IJK in Q3 2015 and held it in 1 quarter. The position peaked at $229K in Q3 2015. 345 funds tracked by Wall St. Rank hold IJK as of Q4 2015.

  • Wealth Architects reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q4 2015 after selling out during the quarter.
  • Wealth Architects sold 5,828 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2015, an estimated $229K.
  • Wealth Architects first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2015 and held it in 1 quarter.
  • Wealth Architects's iShares S&P Mid-Cap 400 Growth ETF position peaked at $229K in Q3 2015.
  • 345 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2015.

Based on Wealth Architects's 13F filing for Q4 2015, filed 11 Feb 2016.