WealthPLAN Partners’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
Bought
Maintained
Sold
Other funds holding IJK
EFS
RJA
WealthPLAN Partners's IJK Position: Q3 2016 in Review
WealthPLAN Partners reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 83% in Q3 2016, selling an estimated $23.7K and leaving 108 shares worth $4.67K. The position accounts for ﹤0.01% of the portfolio, ranked #728.
WealthPLAN Partners first reported a position in IJK in Q4 2015 and has held it in 3 quarters since. The position peaked at $22.8K in Q2 2016. 355 funds tracked by Wall St. Rank hold IJK as of Q3 2016.
- WealthPLAN Partners held 108 shares of iShares S&P Mid-Cap 400 Growth ETF worth $4.67K as of Q3 2016.
- WealthPLAN Partners sold 540 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2016, an estimated $23.7K.
- iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #728 holding.
- WealthPLAN Partners first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2015 and has held it in 3 quarters since.
- WealthPLAN Partners's iShares S&P Mid-Cap 400 Growth ETF position peaked at $22.8K in Q2 2016.
- 355 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2016.
Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.