Acorn Wealth Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Acorn Wealth Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,638	Closed	-$133K	–	276
2018 Q2	$133K	Hold	1,638	–	–	0.11%	147
2018 Q1	$129K	Hold	1,638	–	–	0.11%	148
2017 Q4	$133K	Buy	+1,638	New	+$128K	0.12%	140

Other funds holding IJJ

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EFS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Acorn Wealth Advisors's IJJ Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q3 2018, closing a stake of 1,638 shares — an estimated $133K sold.

Acorn Wealth Advisors first reported a position in IJJ in Q4 2017 and held it in 3 quarters. The position peaked at $133K in Q2 2018. 428 funds tracked by Wall St. Rank hold IJJ as of Q3 2018.

Acorn Wealth Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 1,638 iShares S&P Mid-Cap 400 Value ETF shares in Q3 2018, an estimated $133K.
Acorn Wealth Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $133K in Q2 2018.
428 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.