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

Yellowstone Partners’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
2016 Q3	$341K	Buy	+7,812	New	+$343K	0.13%	148

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Yellowstone Partners's IJK Position: Q3 2016 in Review

Yellowstone Partners opened a new position in iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2016: 7,812 shares worth $341K. The stake represents 0.13% of the portfolio and ranks #148 among its holdings.

354 funds tracked by Wall St. Rank hold IJK as of Q3 2016.

Yellowstone Partners held 7,812 shares of iShares S&P Mid-Cap 400 Growth ETF worth $341K as of Q3 2016.
iShares S&P Mid-Cap 400 Growth ETF was a new Yellowstone Partners position in Q3 2016.
iShares S&P Mid-Cap 400 Growth ETF made up 0.13% of Yellowstone Partners's portfolio in Q3 2016, its #148 holding.
354 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2016.

Based on Yellowstone Partners's 13F filing for Q3 2016, filed 27 Oct 2016.