Archford Capital Strategies’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Archford Capital Strategies’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
2017 Q2	–	Sell	-166	Closed	-$12K	–	390
2017 Q1	$12K	Hold	166	–	–	﹤0.01%	409
2016 Q4	$12K	Hold	166	–	–	0.01%	362
2016 Q3	$11K	Hold	166	–	–	﹤0.01%	366
2016 Q2	$11K	Buy	+166	New	+$10.4K	0.01%	381
2016 Q1	–	Sell	-166	Closed	-$10K	–	373
2015 Q4	$10K	Hold	166	–	–	﹤0.01%	444
2015 Q3	$10K	Hold	166	–	–	0.01%	333
2015 Q2	$11K	Hold	166	–	–	0.01%	314
2015 Q1	$10.9K	Hold	166	–	–	0.01%	328
2014 Q4	$11K	Hold	166	–	–	0.01%	338
2014 Q3	$10K	Hold	166	–	–	0.01%	347
2014 Q2	$10.5K	Hold	166	–	–	0.01%	396
2014 Q1	$9.99K	Buy	+166	New	+$9.72K	0.01%	420

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

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Archford Capital Strategies's IJJ Position: Q2 2017 in Review

Archford Capital Strategies sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q2 2017, closing a stake of 166 shares — an estimated $12K sold.

Archford Capital Strategies first reported a position in IJJ in Q1 2014 and held it in 12 quarters. The position peaked at $12K in Q1 2017. 374 funds tracked by Wall St. Rank hold IJJ as of Q2 2017.

Archford Capital Strategies reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q2 2017 after selling out during the quarter.
Archford Capital Strategies sold 166 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2017, an estimated $12K.
Archford Capital Strategies first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2014 and held it in 12 quarters.
Archford Capital Strategies's iShares S&P Mid-Cap 400 Value ETF position peaked at $12K in Q1 2017.
374 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.