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All Terrain Financial Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

All Terrain Financial 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
Q1 		– Sell
-2,986
Closed -$239K – 258
2017
Q4 		$239K Buy
+2,986
New +$233K 0.11% 144

Other funds holding IJJ

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
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

All Terrain Financial Advisors's IJJ Position: Q1 2018 in Review

All Terrain Financial Advisors sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2018, closing a stake of 2,986 shares — an estimated $239K sold.

All Terrain Financial Advisors first reported a position in IJJ in Q4 2017 and held it in 1 quarter. The position peaked at $239K in Q4 2017. 420 funds tracked by Wall St. Rank hold IJJ as of Q1 2018.

  • All Terrain Financial Advisors reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2018 after selling out during the quarter.
  • All Terrain Financial Advisors sold 2,986 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2018, an estimated $239K.
  • All Terrain Financial Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2017 and held it in 1 quarter.
  • All Terrain Financial Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $239K in Q4 2017.
  • 420 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2018.

Based on All Terrain Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.