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

WealthTrust-Arizona’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
Q4 		$56K Buy
1,172
+4
+0.3% +$209 0.03% 140
2018
Q3 		$68K Buy
+1,168
New +$67.8K 0.03% 128

Other funds holding IJK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
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

WealthTrust-Arizona's IJK Position: Q4 2018 in Review

WealthTrust-Arizona increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 0.34% in Q4 2018, buying an estimated $209 and bringing the position to 1,172 shares worth $56K. The position accounts for 0.03% of the portfolio, ranked #140.

WealthTrust-Arizona first reported a position in IJK in Q3 2018 and has held it in 2 quarters since. The position peaked at $68K in Q3 2018. 521 funds tracked by Wall St. Rank hold IJK as of Q4 2018.

  • WealthTrust-Arizona held 1,172 shares of iShares S&P Mid-Cap 400 Growth ETF worth $56K as of Q4 2018.
  • WealthTrust-Arizona bought 4 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2018, an estimated $209.
  • iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of WealthTrust-Arizona's portfolio in Q4 2018, its #140 holding.
  • WealthTrust-Arizona first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2018 and has held it in 2 quarters since.
  • WealthTrust-Arizona's iShares S&P Mid-Cap 400 Growth ETF position peaked at $68K in Q3 2018.
  • 521 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.