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

WFG 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
2017 Q2	$99K	Buy	2,020 +1,120	+124%	+$54.5K	0.02%	531
2017 Q1	$43K	Sell	900 -68	-7%	-$3.21K	0.01%	695
2016 Q4	$44K	Buy	968 +480	+98%	+$21.1K	0.01%	739
2016 Q3	$21K	Buy	488 +408	+510%	+$17.9K	0.01%	935
2016 Q2	$3K	Hold	80	–	–	﹤0.01%	1326
2016 Q1	$3K	Buy	80 +24	+43%	+$916	﹤0.01%	1281
2015 Q4	$2K	Sell	56 -144	-72%	-$5.89K	﹤0.01%	1371
2015 Q3	$8K	Hold	200	–	–	﹤0.01%	1146
2015 Q2	$8K	Hold	200	–	–	﹤0.01%	1246
2015 Q1	$8K	Sell	200 -2,700	-93%	-$112K	﹤0.01%	1259
2014 Q4	$116K	Sell	2,900 -528	-15%	-$20.5K	0.02%	591
2014 Q3	$130K	Buy	3,428 +304	+10%	+$11.8K	0.02%	571
2014 Q2	$123K	Sell	3,124 -5,212	-63%	-$197K	0.02%	589
2014 Q1	$319K	Sell	8,336 -4,424	-35%	-$167K	0.06%	338
2013 Q4	$479K	Buy	12,760 +5,312	+71%	+$192K	0.07%	320
2013 Q3	$259K	Buy	7,448 +28	+0.4%	+$952	0.04%	423
2013 Q2	$239K	Buy	+7,420	New	+$241K	0.04%	421

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

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

EFS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WFG Advisors's IJK Position: Q2 2017 in Review

WFG Advisors increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 124% in Q2 2017, buying an estimated $54.5K and bringing the position to 2,020 shares worth $99K. The position accounts for 0.02% of the portfolio, ranked #531.

WFG Advisors first reported a position in IJK in Q2 2013 and has held it in 17 quarters since. The position peaked at $479K in Q4 2013. 388 funds tracked by Wall St. Rank hold IJK as of Q2 2017.

WFG Advisors held 2,020 shares of iShares S&P Mid-Cap 400 Growth ETF worth $99K as of Q2 2017.
WFG Advisors bought 1,120 iShares S&P Mid-Cap 400 Growth ETF shares in Q2 2017, an estimated $54.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #531 holding.
WFG Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $479K in Q4 2013.
388 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.